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Chuck Foss

Co-Founder, President & Principal - Investment Committee

Core Wealth Advisors

United States, Florida, Lakeland

About Me

Chuck Foss is co-founder of CORE Wealth Advisors, Inc. and a Certified Public Accountant (CPA). Chuck serves as the managing partner of CORE and focuses on the strategic direction of the firm. He also serves as Principal of the firm’s Investment Committee. In his role as a Financial Advisor, Chuck enjoys working closely with clients – including the professional athlete, agent and/or representatives – to provide pathways for clients to achieve their goals. This process combines financial planning and wealth management strategies. Chuck also works diligently to coordinate client financial and tax planning objectives, asset protection, retirement, and wealth management needs to provide customiz
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Profile Information

Co-Founder, President & Principal - Investment Committee

Core Wealth Advisors

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Lakeland

Florida

United States

May 15, 2024

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