David M. Fluett, CPA

David formed Core Capital Solutions to help corporate retirement plans and high net worth individuals achieve financial success.

Mr. Fluett leads our team with his extensive knowledge of investments and strategies to meet the needs of our clients. Prior to Core Capital, he was an Investment Counselor with Halbert Hargrove/Russell (HH/R), and he was Chief Investment Officer and a founder of EFR Advisors Inc. of Oak Brook, Illinois, where he advised clients on managing their wealth and investing their retirement funds for more than 10 years.

  • 32 years of experience in the investment industry
  • Accredited Investment Fiduciary
  • Bachelor of Science in Finance, University of Illinois
  • Master of Business Administration, University of Chicago
  • Certified Public Accountant

Written by Matt (MIAGD).