ABOUT US

We are “CorePath Wealth”

A team of financial concierge of professionals with deep expertise and extensive experience in specialized fiduciary level engagement that will work with you to meet your needs.

WHO WE ARE


Company Profile

Guidance and advice from our team of highly experienced professionals

CorePath Wealth operates from a fiduciary capacity with every client. Our team of professionals are bound ethically to act in our clients best interests first.


Whether you have a specific financial objective in mind – or perhaps opening your own business, we take a hands-on approach using our guidance and resources to stay on track towards your CorePath to Wealth.


We specialize in wealth management, risk solutions, investment management, business and medical benefits, and tax and accounting resources. Our financial services offer the best professional administration options you’re looking for.


We are here and committed to what matters most, improving your quality of life and increase your time and experiences with family and friends.

WHO WE ARE


About Our Organization
Our Vision

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Our Mission

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Our Values

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Meet Our team

Mark Bonnett 

INVESTMENT/WEALTH MANAGEMENT

Mr. Bonnett is an international speaker, educator, entrepreneur, and the Founder and President of the CorePath Companies…  

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Rick Schultenover

INVESTMENT/WEALTH MANAGEMENT

Rick is a Senior Financial Advisor and a CERTIFIED FINANCIAL PLANNER TM Practitioner and has completed…

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Jacqueline Battista

INVESTMENT/WEALTH MANAGEMENT

CFP®, CDFA®, APMA®, MBA Jacqueline Battista is a Partner and Financial Advisor with CorePath Wealth Partners…

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Jesse Karich

INVESTMENT/WEALTH MANAGEMENT

Jesse has been advising clients since 2002 and joined

Core Path Wealth in 2019.

He seeks long-term,… 

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Helen Vouniozos

RISK

SOLUTIONS

Today’s view of risk is far broader than just an insurance transaction. The risks we all face personally and professionally…

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Kyle W. Kersting

INVESTMENT/WEALTH MANAGEMENT

CFA, CAIA.

Kyle W. Kersting serves CorePath Wealth partners through our

sub-advisor agreement with…

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Kristin Moore

DIRECTOR

OF OPERATIONS

Kristin Moore is the Director of Operations with CorePath

Wealth Partners.

In this role she oversees…  

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Colin Shepherd

INVESTMENT/WEALTH MANAGEMENT

My job as an advisor is to learn about your goals, ambitions, resources, and challenges; then to design a financial…

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Olenka Cullinan

FOUNDER & DIRECTOR ISTARTFIRST FINANCIAL

Olenka Cullinan partnered with Mark Bonnett, CEO of CorePath Wealth Management to create a full educational…

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Services

Wealth Management

Tax Planning

Tax Preparation

Business Advice

Medical Advice

Risk Solutions

Offices

Arizona

Colorado

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CorePath Wealth Partners

The core of what matters, and the path to get you there.

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