David W.D. Core CFP, CLU, CHFC CEO
...David W.D. 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.
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.