Core Financial Advisors
37yrs
Top advisor by experience in San Bernardino
36yrs
Andrew Boyd is a fiduciary financial advisor in San Bernardino, California, with 36 years in the industry. After 14 years at GBS Financial, Andrew joined Core Financial Advisors in 2025, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 13 advisors with offices in San Bernardino, and one of 12 fiduciaries.
At a glance
Experience36 years (since 1990)
How that compares ?Top 6% by experience in California
Office301 East Vanderbilt Way Suite 230, San Bernardino, CA 92408
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$712,720
Advisors at the firm4
States licensed ?1 state
Services through Core Financial Advisors
Financial planningInvestment management for individuals and small businessesRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Feb 2025 – nowCore Financial AdvisorsCurrent firm
- 2000 – 2013GBS Financial Corp.Previously
Contact Andrew
(909) 382-4545Core Financial Advisors main office 301 East Vanderbilt Way Suite 230San Bernardino, CA 92408Office · Get directions
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Questions to ask Andrew
Tailored to Andrew’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Andrew
How do I contact Andrew?
Call Core Financial Advisors at (909) 382-4545 and ask for Andrew Boyd. Andrew works from the San Bernardino, CA office.
How long has Andrew been a financial advisor?
Andrew has been in the industry since 1990, about 36 years. Top 6% by experience in California.
What licenses does Andrew hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Andrew a fiduciary?
Andrew is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Andrew paid?
Core Financial Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Andrew for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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