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Our Team

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Robert Beatty

CEO

Robert Beatty has 28 years of experience in the financial services industry. Robert is a co-founder and CEO of The C.O.R.E. Group. The C.O.R.E. Group is focused on the distribution of risk management solutions to independent financial advisors, RIA’s, CPA’s and Attorney’s. Prior to becoming CEO, Robert was a Relationship Manager for C.O.R.E. and developed and led C.O.R.E.’s advance case design team. He and his father, Jack Beatty, started The C.O.R.E. Group. Jack laid the foundation for the strategies, tools, methods and processes based on his 44 years of experience in the financial services industry. Robert has worked on advanced case designs with attorneys, CPAs and other financial professionals throughout the country. He has extensive knowledge of advanced estate solutions, business succession and continuation strategies, and overall wealth management. He has his Series 7, 24, 66 and is an Investment Advisor Representative. Robert earned his Bachelor's degree in Finance in 1989 at The Pennsylvania State University. Robert moved from Pennsylvania to the Valley of the Sun 24 years ago. His favorite time is spent with his young daughter, Sarah. His other interests include cooking, Pilates, travel, shooting, hiking, fishing and reading.