WORKING WITH OUR TEAM


As dedicated professionals working for you and your family, CoreProcess Wealth Management has over 35 combined years' experience in the investment industry. We take managing your money seriously.

President and Senior Financial Advisor, Theodore J. Tadeusiak, holds a Chartered Financial Analyst (CFA®) designation, considered the definitive standard for measuring competence in the fields of portfolio management and investment analysis.

Educate yourself —  "How working with a CFA® Institute Charterholder can benefit you."  Learn more >

Working with a CFA

THEODORE J. TADEUSIAK, CFA®

President, Senior Financial Advisor
ted@coreprocesswm.com

760-710-2222 direct
844-361-8431 toll free
760-438-6882 fax

For me, Wealth Management means more than providing you with investment advice. It means helping you maintain the financial independence you've worked to achieve. It means striving to ensure you and your family have the means to pursue what's most important to you. And, it means understanding you as a person with unique goals, values and circumstances that determine the strategies I develop on your behalf.

My consultative process begins with an in-depth discussion of your current finances and future objectives. We'll address issues you might have overlooked that can have a significant impact on your ability to retire as planned. Finally, we'll determine how we can help you adjust your investment strategy as necessary to accommodate changing conditions and meet any unforeseen expenses and income demands that may arise during retirement.

I have earned the professional designation of Chartered Financial Analyst® (CFA®), one of the investment industry's most renowned and difficult designations to achieve for investment professionals. I graduated from No. Arizona University and hold a Bachelor Degree in Business Administration. I am affiliated with the following professional associations:

  • Member of the CFA® Institute 1999 to present
     
  • Board Member: Financial Analysts Society of San Diego 2002 to 2004
     
  • Board Member: No. Arizona University Foundation Investment Committee 1999 to 2003

For the past twenty five years, I have distinguished myself with my clients based on two key principles: putting my clients interests first and doing intensive research on all recommendations I make for my clients' investment portfolios. My planning process is based on time-tested principles of wealth planning, investment selection, risk management, and the preservation of my clients' wealth for their future heirs.  

I offer a hard working, common sense approach to help you reach your financial goals.

 

JENNIFER L. ANDERSON

Branch Administrator
jennifer@coreprocesswm.com

760-710-2222 direct
844-361-8431 toll free
760-438-6882 fax

Jennifer, our Branch Administrator, has 12 years of experience working as a Registered Private Client Associate for Citigroup Capital Markets Group, Smith Barney.

Jennifer is a mother of two beautiful boys who are the light of her life.  She is a San Diego native and enjoys cooking, music and is a loyal San Diego Padres fan who enjoys watching them play "win or lose".