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Schedule a no-obligation 5-10 minute phone call with Phil Gordley to see if you qualify for a second opinion on your retirement income strategy.
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Here’s our story. We look forward to hearing yours.

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:

  • Retirement income strategies
  • Wealth accumulation
  • Asset protection
  • Annuities
  •  Life insurance
  • Tax-reduction strategies
  •  Long-term care
  •  IRA and 401(k) rollovers

Meet Phil Gordley

Phil Gordley is president at Core Financial. He has over 30 years experience in the investment, insurance and annuity industry and holds a Bachelor of Arts degree from Quincy College.

After growing up in a rural Illinois farming community, Phil decided that he wanted to take a different career path that would enable him to build long-term relationships and help people optimize their assets. He fulfilled this dream in 1982 and has been helping clients ever since.

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

Phil has passed the Series 65 exam and holds a life and health insurance license in the state of New Mexico. He has taken an active role in his industry by sitting on the board of directors of an insurance company for several years.

Phil lives in Albuquerque, New Mexico, with his wife of 27 years, Zora. They have two teenaged daughters who are both members of swim teams that compete on a national level.

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, call us at 505.821.5566 today!

Privacy Policy. Terms & Conditions.

Any media logos and/or trademarks used on this website are the property of their respective owners and no endorsement by those owners of the advisor or firm is stated or implied.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs.

Investment advisory services offered through AE Wealth Management, LLC, an SEC Registered Investment Adviser.

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.

*Any references to 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, and are not offered by AE Wealth Management, LLC. 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.

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