Korinne
Sugasawara
Core Planning
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About this Advisor
Korinne Sugasawara is a financial advisor based in San Jose, California, working with Core Planning. Korinne has previously held positions at Guiding Wealth Management, LLC, East Rock Financial, Nextgen, California State Assembly, Committee On Accountability And Admin, California State Assembly, Ofce Of Assemblymember David Chiu, California State Senate, Public Employment And Retirement Commit, Mental Health Services Oversight And Accountability Commission, California State Senate, Ofce Of State Senator Hannah-Beth Jacks, Japanese American Citizens League, and Core Planning, LLC. Korinne has passed the Series 65 regulatory exam and is registered to provide services in California and Missouri. Currently, Korinne is part of Core Planning, which is located in San Jose, California. The firm has 32 employees and manages assets totaling $121.5 million. The firm serves high-net-worth clients and offers services such as financial planning services and portfolio management for individuals and small businesses. The fee structure at Core Planning includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Core Planning Brokerage Details
$121,451,500
32
884
$137,389
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Korinne Sugasawara Work History
Core Planning, LLC
Guiding Wealth Management, LLC
East Rock Financial
Nextgen
California State Assembly, Committee On Accountability And Admin
California State Assembly, Ofce Of Assemblymember David Chiu
California State Senate, Public Employment And Retirement Commit
Mental Health Services Oversight And Accountability Commission
California State Senate, Ofce Of State Senator Hannah-Beth Jacks
Japanese American Citizens League
Disclosures
Please visit the SEC profile of Korinne Sugasawara to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Core Planning
Johns Island, SC
Carbondale, IL
Florissant, MO
Pittsburgh, PA
Garland, TX
Brooklyn, NY
Clarkston, MI
San Jose, CA
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