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Core Financial

At Core Financial, our sole focus is YOU.

Core Financial's mission is to listen to and build positive long-term relationships with clients in the Greater Albuquerque area and help them protect and potentially grow their assets. Our primary areas of focus are wealth management, fixed index annuities, certificates of deposits and income planning. We do this through the following services:

Meet Phil Gordley


Core FinancialAfter growing up in a rural Illinois farming community, Phil knew he wanted a different career path. In 1982, he joined the financial services industry, where he could focus on helping people while building long-term relationships. As president of Core Financial, he focuses on helping clients optimize their assets.

Phil has over 30 years' experience in the insurance and annuity industry.

Phil is a financial professional who can offer investment and insurance products and services. He has passed the Series 65 securities exam and holds insurance licenses for life and health in the state of New Mexico and is an Investment Adviser Representative. Phil graduated with a bachelor’s degree from Quincy College.

Phil lives in Albuquerque, New Mexico, with his wife, Zora, and two daughters.

Privacy Policy | Terms & Conditions | Form CRS

Insurance products are offered through the insurance business Core Financial. Core Financial is [also] an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Core Financial are not subject to Investment Advisor requirements. AEWM and Core Financial are not affiliated companies.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. 18974215 - 7/23