Name

Chuck Foss

Title

President

Years at Core

Since Inception

“Take Care Of The Little Things, And The Big Things Will Take Care Of Themselves.”

Chuck Foss is co-founder of CORE Wealth Advisors, Inc., a Certified Public Accountant (CPA) and a Personal Financial Specialist (PFS™) – a designation recognized by the American Institute of Certified Public Accountants.

Chuck serves as the managing partner of CORE and focuses on the strategic direction of the firm. He also serves as Principal of the firm’s Investment Committee.

In his role as a Financial Advisor, Chuck enjoys working closely with clients – including the professional athlete, agent and/or representatives – to provide pathways for clients to achieve their goals. This process combines financial planning and wealth management strategies. Chuck also works diligently to coordinate client financial and tax planning objectives, asset protection, retirement, and wealth management needs to provide customized and comprehensive solutions.

Prior to founding CORE, Chuck was a partner with a local Certified Public Accounting and Advisory firm for twenty years. Additionally, Chuck has served as an expert witness in the areas of divorce (equitable distribution and child support), paternity financial issues, wrongful death, personal injury, bankruptcy and business damages in both federal and state courts.

Chuck has served as adjunct accounting professor at Florida Southern College and was employed by Polk County, Florida for ten years, eventually rising to his duties as the Assistant County Administrator.

Chuck came to Lakeland to attend Florida Southern College where he graduated with a degree in accounting, becoming a Certified Public Accountant in 1983.

Chuck and his wife Lisa have two grown children, Ashley and Andrew, who both reside in Lakeland. They enjoy spending time with family and traveling to the mountains with their two Labrador retrievers, Bailey and Sadie.

THE CORE EXPERIENCE

We believe comfort is found in the details of hospitality. Our lobby alone is a feast for the senses. Upon entering, you’ll be welcomed by the scent of fresh flowers, invited to enjoy the taste of fine espresso, and calmed by the sound of soothing music. Whatever the reason for your visit, we hope our office inspires you to pause and enjoy the moment.

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