TODD SCHANEL, CFA, CPA, CFP®
PRINCIPAL AND DIRECTOR OF INVESTMENT ADVISORY SERVICES
Todd is honored to serve as Core Wealth’s founding principal and investment advisor. In launching Core Wealth, Todd’s vision was to build a firm that offers independent and objective financial advice, applies academic research to the management of client portfolios, and helps clients simplify the planning process as they work toward the achievement of their financial goals.
Since 2004, Todd has been a principal at Schanel & Associates, CPAs specializing in financial planning. tax planning and consulting services. His previous professional experience includes four years as a consultant with KPMG in Washington DC, where he provided financial analysis, economic modeling and transaction advisory services for clients in the financial services arena. In addition to being a CPA, Todd has been a CFA Charterholder since 2005 and a Certified Financial Planner® since 2007. In 2015, he earned the Certified Valuation Analyst (CVA) designation.
Todd holds an MBA from the Darden Graduate School of Business at the University of Virginia (2003) and a bachelor’s degree in economics with highest honors from the University of North Carolina at Chapel Hill (1997). He is a member of the CFA Society of South Florida, and was an adjunct professor at Palm Beach Atlantic University’s Rinker School of Business from 2010-2012.
JACKIE GOLDSTICK, CFP®
DIRECTOR OF FINANCIAL PLANNING SERVICES
A Certified Financial Planner® practitioner, Jackie’s background and her passion for assisting individuals and families with their financial planning has shaped her interest in ensuring that each Core Wealth client establishes a strong financial plan as step one in their relationship.
Jackie’s professional experience includes 7+ years as a fee-only financial planner, largely at William Blair & Company, LLC, a prestigious Chicago-area investment firm. Jackie helped establish the firm’s wealth management services group, serving individuals, families, trusts and foundations. She also was vice president of loan syndications and a commercial banker at Bank of America, and an auditor at Price Waterhouse. Her diverse client base has ranged from executives and entrepreneurs to retirees and foundation trustees, exemplifying her commitment to building practical, evolutionary financial plans for a wide range of risk profiles and circumstances.
Jackie holds a bachelor’s degree in business administration from Washington University in St. Louis. She also is a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA). Jackie is a PTO Board Member at BAK Middle School of the Arts, currently serving as Director of Membership. She, her husband Larry and their sons Adam and Corey, live in Jupiter.
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