Integrated Wealth Concepts
47yrs
Top advisor by experience in La Jolla
25yrs
Michael Core is a fiduciary financial advisor in La Jolla, California, with 25 years in the industry. Michael joined Osaic Wealth in 2025, after 23 years at Osaic Fa. Osaic Wealth offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 475 advisors with offices in La Jolla, and one of 436 fiduciaries.
At a glance
Experience25 years (since 2002)
How that compares ?More experience than 71% of advisors nationwide
Office4250 Executive Square Suite 700, La Jolla, CA 92037
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?2 states
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
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.
Series 66Uniform Combined State Law Examination
Career
- Jan 2025 – nowOsaic Wealth, Inc.Current firm
- 2002 – 2025Osaic Fa, Inc.Previously
Contact Michael
(800) 821-5100Firm headquarters in Scottsdale, AZ. Ask for Michael. 4250 Executive Square Suite 700La Jolla, CA 92037Office · Get directions
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Questions to ask Michael
Tailored to Michael’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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 Michael
How do I contact Michael?
Call Osaic Wealth at (800) 821-5100 and ask for Michael Core. Michael works from the La Jolla, CA office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2002, about 25 years. More experience than 71% of advisors nationwide.
What licenses does Michael hold?
Series 66. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael 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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