Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Korinne? Claim Your ProfileKorinne Sugasawara is an investment advisor representative at Core Planning, LLC, a firm specializing in financial planning and portfolio management for individuals. Korinne has a strong background in public service and has experience working with the California State Assembly and Senate. Korinne holds a Series 65 license and is registered as an investment advisor representative in California, Missouri and Texas. Korinne Sugasawara is passionate about helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
01/29/2025 - Present
Core Planning (San Jose CA)
IA
Issued 01/06/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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