ABOUT
Mia Sulak & Scott Sulak / Managing Partners
Core Financial Management is a family-owned Advisor and Fiduciary firm based in Southern California. Founded and operated by Scott Sulak and Mia Sulak, a father/daughter team. Scott pursued his undergraduate studies in Political Science and Psychology at California State University Northridge, later earning a graduate degree in behavioral science. Mia completed her undergraduate studies in computer science and fine arts. Both have furthered their education in finance, insurance, and retirement planning, earning multiple certificates and honors.
With a previous focus on the public sector, Scott and Mia have assisted government employees nationwide in understanding pension and benefit plans, facilitating the enrollment of over 9,250 individuals. In the private sector, they’ve achieved success by applying growth and income strategies to protect and grow their clients’ assets.
Scott & Mia prioritize their professional, legal, and fiduciary duties, adopting a client-centered approach to serve each client’s best interests.
Scott and Mia have collaborated for the last 15 years as business partners and have been involved in the financial services industry for more than a decade. Their unwavering commitment is centered on assisting clients in achieving their retirement aspirations, prioritizing personalized strategies tailored to each individual’s unique goals and circumstances.
As an Investment Advisor Representative, Mia is equipped to guide clients in long-term retirement planning tailored to individual needs.
Frequently Asked Questions
What is a Registered Investment Advisor (RIA)?
A Registered Investment Advisor (RIA) is a firm engaged in the investment advisory business and registered either with the Securities and Exchange Commission (SEC) or state securities authorities. RIAs are required to act and serve the best interests of the client, eliminate or disclose any potential conflicts of interest and to render investment advice prudently and in the best interest of their clients.
What fees do you charge?
Our fees are based on a percentage of the assets a client entrusts us to manage. Please contact us for more details.
Why should I work with a fee-based advisor?
Fee-based advisors eliminate the inherent conflict to recommend certain products or services that provide advisors with additional compensation. A fee-based advisor is in a better position to offer impartial investment advice in the best interest of its clients.
Where will my money be kept?
We never take custody of client assets. We use only unaffiliated, qualified custodians to take custody of client assets. Presently, our qualified custodian is Charles Schwab.