Samuel Kunz
Investment adviser representative at Core Financial
12 yearsExperience
2 statesRegistered in
CFADesignation
$301.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Core FinancialNov 2020 to now
- University of CaliforniaNov 2014 to Nov 2020
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (CA, NV).
Core Financial
Legal name: Core Financial Partners Inc.
$301.7MAssets managed
129Clients
2Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2484313
- Firm CRD
- 155205