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This profile was last updated on 8/23/10  and contains information from public web pages and contributions from the ZoomInfo community.

Mr. David W.D. Core

Wrong David W.D. Core?
 
Background

Employment History

  • Chief Executive Officer
    Pinnacle Financial Services , Inc.
  • President
    Pinnacle Financial Services , Inc.

Board Memberships and Affiliations

Education

  • B.S./B.A.
22 Total References
Web References
Pinnacle Financial Services - creating your financial dream
www.pfslink.com, 23 Aug 2010 [cached]
David W.D. Core
...
David is a member of the International Association of Financial Planners. He completed his B.S./B.A. majoring in finance and has attained the professional certifications of CERTIFIED FINANCIAL PLANNERâ„¢ practitioner, Certified Life Underwriter and Chartered Financial Consultant. Mr.. Core has over 15 years experience in planning, record keeping, and administration of employee / executive benefit plans.
David Core is an active member of NAPEO and a prime contributor to the curriculum for retirement planning for NAPEO's PEO University. He has been extensively published within the Professional Employer industry with contributions to the PEO Insider and the ProEmp Journal. Some examples of the quality information he has provided to the PEO industry include:
...
David W.D. Core is a registered representative of, and securities offered through, Lincoln Financial Advisors Corp.
David William Dean ...
www.sec.gov, 21 Sept 2007 [cached]
David William Dean Core
...
For the past two years Ms. O'Brien has worked as Executive Assistant to David Core, CEO of Pinnacle Financial Services, Inc.
Strengthening Your 401(k) - Pinnacle Financial Services - creating your financial dream
www.pfslink.com, 17 Jan 2008 [cached]
DAVID W. D. CORE PINNACLE FINANCIAL SERVICES, INC.
...
DAVID W. D. CORE
...
David W. D. Core is a Certified Financial Planner, a Chartered Financial Consultant, and a Certified Life Underwriter.In 1984, he founded Pinnacle Financial Services, Inc. with the primary focus of reducing the employer effort in providing a 401(kJ plan to their employees.In 1994, armed with the belief that the PEO industry is, and would continue to be, one of the fastest growing industries in the country, he began to develop the PEO 401(k) `Dream Plan.
Pinnacle Financial Services - creating your financial dream
www.pfslink.com, 17 Jan 2008 [cached]
David W.D. Core CFP, CLU, CHFC CEO
...
David W.D. Core
...
Core is the recipient of the prestigious Wall Street Journal Award.David is a member of the International Association of Financial Planners.He completed his B.S./B.A. majoring in finance and has attained the professional certifications of CERTIFIED FINANCIAL PLANNER practitioner, Certified Life Underwriter and Chartered Financial Consultant.Mr..Core has over 15 years experience in planning, record keeping, and administration of employee / executive benefit plans.
David Core is an active member of NAPEO and a prime contributor to the curriculum for retirement planning for NAPEO's PEO University.He has been extensively published within the Professional Employer industry with contributions to the PEO Insider and the ProEmp Journal.Some examples of the quality information he has provided to the PEO industry include:
...
David W.D. Core is a registered representative of, and securities offered through, Lincoln Financial Advisors Corp.
SEC EDGAR Submission 0001144204-05-013756
www.sec.gov, 3 May 2005 [cached]
David W. D. Core - Mr. Core is a control person in the Company and is the founder and CEO of Pinnacle Financial Services, Inc., which was established in 1984.Mr. Core is a member of the International Association of Financial Planners.
Mr. Core completed his B.S./B.A. degrees at the University of Florida, majoring in finance and has attained the professional certifications of CERTIFIED FINANCIAL PLANNER(tm) practitioner, Certified Life Underwriter and Chartered Financial Consultant.
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