Mariko Osceola Gordon
Investment adviser representative at Core Planning
31 yearsExperience
10 statesRegistered in
CFA, CFP® certificationDesignations
$525MFirm 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
Experience
31 years in the industry.
- Core Planning LLCJul 2025 to now
- Uzume LLCMay 2023 to now
- Jizo/manjusri LLCFeb 2022 to now
- UnemployedDec 2019 to Feb 2022
- Daruma Asset ManagementMar 1995 to Dec 2019
Designations
- CFA
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 10 states (CA, CT, HI, MN, MO, NC, NV, NY, PA, TX).
Core Planning
Legal name: Core Planning, LLC
$525MAssets managed
867Clients
59Advisers
1 yearIn 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
- 4359700
- Firm CRD
- 154660