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      • Annuities
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  • Home
  • Why COR Exists
  • Our Specialty
    • Annuities
    • Life Insurance
    • Long-Term Care
  • Investment Resources
    • Videos
    • Planning eBooks
    • Newsletter
    • Financial Planning Course
  • Talk With an Advisor
    • Talk With An Advisor
    • Ask Sophie
  • Careers
    • Join Our Team
    • Apply Now

COR Financial Partners

Retirement Annuities Life Insurance Long-Term Care

Retirement Annuities Life Insurance Long-Term CareRetirement Annuities Life Insurance Long-Term CareRetirement Annuities Life Insurance Long-Term Care

UNLOCK YOUR FINANCIAL FUTURE

Mission Statement

We believe in securing the financial future of families and providing peace of mind for generations. Our mission is to help individuals, especially those nearing or in retirement, achieve financial stability through comprehensive life insurance, retirement plans, and financial services.


With nearly 80 million baby boomers in the U.S. and the alarming fact that over 40% of Americans lack any form of family protection, the need for financial professionals dedicated to closing this gap has never been more critical. 

WHY COR EXISTS

Planning is bringing the future into the present so that you can do something about it now.


– Alan Lakein

Plan with Purpose. Protect with Confidence

FREE eBook – Discover how families create lasting security with life insurance and long-term care planning

In this free eBook by our Co-Founder, Angie Lopera, “Peace of Mind. Built to Last,” Angie Lopera’s practical guide breaks down how to use life insurance and long-term care planning to create lasting security for the people you love. 

Get My Peace of Mind

SECURE YOUR FUTURE WITH CONFIDENCE

FREE eBook - Learn how high-net-worth individuals protect wealth and generate predictable retirement income

In this free eBook by our Co-Founder, Mario Fragomeno, “Smart Growth and Safe Returns,” you’ll discover how these powerful financial tools can provide predictable income, protect your principal, and create a legacy — all while minimizing risk.

UNLOCK SMART GROWTH NOW

Expertise You Can Rely On

Annuities

Life Insurance

Life Insurance

The key to a successful retirement does not require you to compromise your lifestyle or wonder if and when your nest egg will run out. 

EXPLORE YOUR OPTIONS

Life Insurance

Life Insurance

Life Insurance

A comprehensive life insurance policy is key to protecting those you care about most. 

Whether you are looking for inexpensive and straightforward coverage.

EXPLORE YOUR OPTIONS

Long-Term Care

Life Insurance

Long-Term Care

Long-term care planning is often overlooked and can be a key component of a solid financial foundation, especially as people continue living longer. 

EXPLORE YOUR OPTIONS

SCHEDULE A DISCOVERY MEETING

Unlock Your Financial Future

Take control of your financial future today! Schedule a discovery meeting with us to create a personalized financial plan.

Plan With a Pro

Powerful Alliances, Lasting Impact

Exclusive Tips for Confident Planning

Stay ahead with brilliant financial insights. Subscribe to our newsletter for expert tips, market updates, and strategies to grow and protect your wealth—delivered straight to your inbox.

Testimonials

About Our Office

COR Financial Partners

San Diego County, CA

(858) 201-2550 info@corfp.com


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  • Join Our Team

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