Our Story

Our founder left a 20-year financial advisory career for new opportunities. He continued to field questions from family and friends and colleagues about their 401ks, taxes, stock options, estate plans, etc.

When a successful, 29-year old, college graduate asked Jeff, "What's a bond?", he realized our education system was failing in one important area - financial education is not taught in high school or college!

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They taught about Napoleon and the battle of Waterloo. They taught the Pythagorean Theorem. They taught not to end a sentence with a preposition. They taught about photosynthesis.

They did not teach what an ETF is. Or about income taxes. Or how to think about debt. And they definitely did not teach about 401ks and IRAs and ISOs and RSUs and...

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And that's why Core Financial Education came to be.