Core Wealth Advisors provides financial and tax planning, asset protection consulting, and wealth management services all in one place. We pride ourselves on partnering with our clients to deliver a crafted financial advisory experience encompassing all facets of our clients’ lives. As a fee-only fiduciary advisor, we sell no investment products. At CORE, clients gain access to our entire team which includes CERTIFIED FINANCIAL PLANNER (CFP), Certified Public Accountant (CPA) Personal Financial Specialist (PFS) and Chartered Retirement Plan Specialist (CRPS) team members. CORE knows indiscriminate financial plans don’t work for individualized goals, and we aim to remove the clutter and confusion from our clients’ financial life so they can focus on their next step.
Chuck Foss
Chuck Foss is a co-founder of Core Wealth Advisors, Inc., a Certified Public Accountant and a Personal Financial Specialist, a designation recognized by the American Institute of Certified Public Accountants. He currently serves as the managing partner and focuses on strategic direction of the firm. He is also an integral member of the firm’s investment committee, and as a Financial Advisor enjoys working closely with clients to provide pathways for clients to achieve their goals. Chuck came to Lakeland in 1976 to attend Florida Southern College. He and his wife Lisa have two grown children, Ashley and Andrew, who both reside in Lakeland. They enjoy spending time with family and traveling to the mountains with their two Labrador retrievers, Bailey and Sadie. Email