About Us

The Owners:

Brandon Morales, with over 17 years of experience in finance and business operations, specializes in financial analysis, accounting, operations, KPI metrics, strategic planning, report modeling, providing audit paperwork, and business consulting. A graduate of Cal State Long Beach, he brings a unique perspective to problem-solving, approaching business challenges from innovative angles. Through his experience working with both small businesses and Fortune 100 companies, he recognized that small companies often face decision-making challenges similar to those of multi-million-dollar corporations. 

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Kunal Sharma is a seasoned advisor with over a decade in tax strategy, bookkeeping, and financial operations for small to mid-sized businesses including high net worth individuals.  Throughout his career, Kunal has guided clients through complex compliance requirements while designing financial systems that improve accuracy, efficiency, and profitability. His expertise spans tax planning and preparation, cash flow optimization, and building accounting processes that support long-term business health. His ability to translate financial data into clear insights has made him a trusted partner for entrepreneurs and executives seeking both day-to-day stability and forward-looking financial guidance. He is committed to ensuring businesses not only remain compliant but also maximize opportunities for savings, efficiency, and sustainable growth.

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Founding Core3 Advisory Group:

After 25 years of friendship and nearly a decade of financial consulting experience, Brandon and Kunal saw a major gap in the industry: most firms offer some services — CFO, bookkeeping, or tax — but rarely all three under one roof. This forces business owners to juggle multiple providers, leading to miscommunication, fragmented data, and missed opportunities.

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That’s why they created Core3 Advisory Group — a firm built to deliver seamless, integrated financial services across fractional CFO, bookkeeping, and tax strategy. By aligning all three, Core3 empowers business owners with accurate data, proactive guidance, and a single point of contact for all things finance.

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With additional expertise in operations, KPIs, payroll, HR compliance, and risk management, Core3 goes beyond the numbers to become a true strategic partner — so you can stop managing the chaos and start focusing on growth.

Let’s Work Together