About

Becoming No #1 For Investment Needs

Core Financial is committed to delivering expert-led investment tools, insights, and support to help every client grow confidently.

Our Vision

Empower every investor with trusted strategies and smart technologies.

Our Mission

Drive long-term value through data, precision, and dedication.

David Lin

Senior Investment Strategist, Core Financial

The Best Investment Learning Solution

Core Financial delivers expert insights, hands-on tools, and tailored strategies to help you master the market with confidence.

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Expert Advisor

Core Strategy Masterclass

The principles behind smart investing success

Download Core Financial App

Stay connected with the markets anytime, anywhere. Track performance, access insights, and trade smarter with our all-in-one mobile platform.

Meet Our Expert Advisor

Core Financial brings together top-tier experts to guide you with proven strategies and deep market experience. Trust the people behind your progress.

Keith Guzman

CEO Tradex

Keith Guzman

Jordan Cotton

HR Manager

Jordan Cotton