Best-in-State · rank 136 · Scottsdale, Arizona · listed firm: Core Wealth Strategies | Wells Fargo Advisors Financial Network
Identity & firm
- Firm — Core Wealth Strategies | Wells Fargo Advisors Financial Network (high)
- “Rocco Bianchi is a Founding Partner and Senior Financial Advisor with Core Wealth Strategies with over 20 years of experience in the Financial Services Industry” — social_or_third_party_db
- Parent company — Wells Fargo (high)
- “Core Wealth Strategies, which is a part of Wells Fargo Advisors Financial Network” — social_or_third_party_db
- Firm type — hybrid_ria (medium)
- “Rocco Bianchi is registered to provide investment advice in Arizona and Texas” — professional_press
- “part of Wells Fargo Advisors Financial Network” — sec_finra_regulatory
- Team name — gap: not_found_after_search
- Team size — gap: not_found_after_search
- CRD — 2856793 (high)
- “ROCCO BIANCHI - Investment Adviser at WELLS FARGO” — sec_finra_regulatory
- Years experience — 25 (high)
- “Rocco began his financial services career as a Financial Advisor with Merrill Lynch in 2001” — social_or_third_party_db
- Designations — CFA (high)
- “Rocco Bianchi, CFA®” — professional_press
Book of business
- Team AUM ($M) — 354 (high)
- “Team Assets (Custodied): $354M” — forbes_shook
- Account minimum ($M) — 0.5 (high)
- “Minimum account size for new business: $500K” — forbes_shook
- Typical client net worth ($M) — 10.5 (high)
- “Typical Net Worth of Relationships: $3-20M” — forbes_shook
- Client niche — generalist (medium)
- “custom tailored solutions to meet their financial goals” — firm_official
- Custodians — not_applicable (high)
- “part of Wells Fargo Advisors Financial Network” — sec_finra_regulatory
- Fee model — gap: not_public
Positioning & marketing
- Website url — https://www.core-wealthstrategies.com/ (high)
- “Core Wealth Strategies official website” — firm_official
- Value proposition (verbatim) — We help clients take a proactive approach to their personal financial situation and are dedicated to helping them make sound decisions for their financial future. (medium)
- “help clients take a proactive approach to their personal financial situation and are dedicated to helping them make sound decisions for their financial future” — firm_official
- Differentiators — Conservative and stable investment approach, Long-term wealth preservation and risk management, Custom tailored wealth management strategies, Tax efficient investing and asset preservation (medium)
- “conservative and stable approach to investment planning, with strategies focused on sustainable growth, emphasizing long-term wealth preservation and risk management” — firm_official
- “portfolio development and management, tax efficient investing, asset preservation, and retirement income planning” — firm_official
- Content marketing — occasional (low)
- “Core Wealth Strategies provides resources and videos” — firm_official
- Has podcast — gap: not_found_after_search
- Books published — gap: not_found_after_search
- Linkedin url — https://www.linkedin.com/in/rocco-bianchi-85396989/ (high)
- “Rocco Bianchi - Founding Partner- Senior Financial Advisor - Core Wealth Strategies | LinkedIn” — social_or_third_party_db
- Social presence — linkedin_active (high)
- “Active LinkedIn profile as Founding Partner and Senior Financial Advisor” — social_or_third_party_db
- Press awards — 2026 Forbes Best-in-State Wealth Advisors, 2025 and 2026 Forbes Best In-State Wealth Management Teams, Wells Fargo Platinum Council 2012, 2014, 2022, 2023 (high)
- “has been named to the 2025 and 2026 Forbes Best In-State Wealth Management Teams and 2026 Forbes Best-in-State Wealth Advisors” — forbes_shook
- “been on the Platinum Council for Wells Fargo Advisors Financial Network in 2012, 2014, 2022 and 2023” — social_or_third_party_db
Visual brand
- Has distinct logo — gap: not_found_after_search
- Logo url — gap: not_found_after_search
- Visual brand notes — gap: not_found_after_search