At Core Financial Strategies, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.


Gary Hicklin


Gary is a Partner and Co-Founder of Core Financial Strategies headquartered in San Luis Obispo, CA. He is an accomplished advisor, educator, and presenter on financial topics. His forty-year career experience includes providing...
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Sharon Hicklin


Sharon Hicklin is a Co-Founder and Partner at Core Financial Strategies, an independent financial services firm specializing in comprehensive financial and retirement planning strategies. She works with individuals, business owners,...
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