About Cornerstone
Credentials and experience you can trust
A qualified financial planner provides you and your family with guidance that will last over your lifetime, or can work with you to address specific concerns as needed.
CERTIFICATES AND LICENSES
REGISTERED PRINCIPAL
with securities offered through Foothill Securities,
Inc.
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Financial Planning’s Highest
Certification Standard
CERTIFIED FUND SPECIALIST (CFS)
A certification by the Institute
of Business and Finance
of expertise in mutual funds and
the related industry.
ENROLLED AGENT (EA)
Licensed to practice before the
Internal Revenue Service
CALIFORNIA DEPARTMENT OF INSURANCE
License #0719862
Our affiliations become yours too …
We are committed to serving our clients and community with integrity and compassion.
PROFESSIONAL AFFILIATIONS
BETTER BUSINESS BUREAU, member
in good standing
FINANCIAL PLANNING ASSOCIATION, member
MILLION DOLLAR ROUND TABLE, member
NATIONAL SOCIETY OF ENROLLED AGENTS, California
Chapter, member
COMMUNITY SERVICE AFFILIATIONS
BETTER BUSINESS BUREAU, board
member
NATIONAL ETHICS BUREAU, member
RICHMOND ROTARY CLUB, board member
VOLUNTEER INCOME TAX ASSISTANCE/
TAX COUNSELING FOR THE ELDERLY, instructor
