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 addition, Todd is Accredited in Business Valuation® (ABV) through the AICPA.
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 the AICPA. In addition, he is an adjunct professor at Palm Beach Atlantic University’s Rinker School of Business where he teaches Personal Finance to undergraduate finance majors.
JACKIE GOLDSTICK, CFP®
PRINCIPAL AND DIRECTOR OF FINANCIAL PLANNING SERVICES
A Certified Financial Planner® practitioner, Jackie takes a holistic approach in assisting individuals and families with their financial planning and wealth management needs. Jackie understands that financial planning is a delicate balancing act between living for today and planning for tomorrow; she prides herself on offering an unbiased perspective so that her clients can make deliberate and informed decisions.
Jackie has been with Core Wealth Management since 2013 and has over 20 years of experience as a fee-only financial planner. Previous professional experience includes working as a financial planner at William Blair & Company, LLC, as a vice president of loan syndications and a commercial banker at Bank of America, and as 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, her husband, Larry, and their sons, Adam and Corey, live in Jupiter.
JONATHAN FERNANDEZ-RUBIO, FPQP®
As a paraplanner, Jonathon supports the professionals at Core Wealth Management to develop, implement and monitor comprehensive financial plans. He works closely with clients, addressing their questions and providing guidance. Jonathon also researches relevant topics and proactively offers suggestions that will help bring clients closer to reaching their goals.
Jonathon’s previous professional experience includes working as a paraplanner for a private Prudential office, as a financial services professional at Coastal Wealth, and as an agent for Alliance Financial Group. Jonathon was also employed within the Financial and Administrative Services Department for Broward County for 6 years.
In 2022, Jonathon obtained his FPQP® designation and is currently working towards becoming a Certified Financial Planner® practitioner. Jonathon holds an MBA and a bachelor’s degree in business management from Florida Atlantic University. He serves as a board member of the FPA South Florida Chapter. Jonathon resides in Stuart, Florida.
Lori, as our Administrative Assistant, is an integral member of our team and is responsible for a broad range of administrative support functions. She prides herself on developing strong relationships with clients, providing excellent client service and proactively finding solutions to challenges that arise.
Prior to joining Core Wealth Management in 2013, Lori worked as an administrative assistant in the insurance and financial services industry. Before moving to Florida in 1996, Lori worked at AT&T for 10 years in Kansas and Alabama.
Lori has a bachelor’s degree in Social Work from Wichita State University.
CONNECT WITH US
Stay up to date on the latest company news,
industry updates, and more.