CHAPIN, SC – September 17, 2008 – Core Advisors, a financial planning and wealth management firm dedicated to working with small business professionals, announces that Kelley Klein has joined the team as service associate. Klein’s arrival means that Core Advisors’ clients will enjoy an even more customized approach to client service.
“Kelley’s arrival is wonderful because we’re growing,” said Thomas Gore, CERTIFIED FINANCIAL PLANNER™ practitioner and founder and President of Core Advisors. “With a service associate as efficient as Kelley, clients will have more access to immediate answers and she’ll supplement our work on clients’ long-term goals.”
Klein is a 2006 graduate of California State University, Bakersfield and came to Core Advisors after working with Bank of America in a service-oriented position. Along with Gore, Klein will also work with Denise Cowles, a REGISTERED PARAPLANNERSM .
Working under a fee-based business model, Core Advisors focuses on building wealth for busy professionals, and specializes in comprehensive financial planning for dental professionals. Core Advisors was conceived to provide objective, highly targeted advice for the dental community and related professions. With comprehensive services ranging from basic financial plans to complex investment advice, the company is working to bring a smart, personal touch to South Carolina financial planning.
To learn more about Core Advisors, call (803) 941-4440 or e-mail [email protected]