Financial Planner, CFP | San Ramon, CA

Cornerstone Wealth Management

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About Cornerstone

Cornerstone Wealth Management is nationally acclaimed for our delivery of independent, comprehensive fee-based financial planning. Our trained professionals are more than advisors. They’re partners-ready and able to help you define and achieve your personal financial goals.

We believe in the value of independent, comprehensive financial planning.

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Wealth Manager Blog

  • January 2021: The beginning of the end of COVIDJanuary 2021: The Beginning of the EndJanuary 8, 2021 - 6:52 am

    A new year offers a welcomed turn of the calendar and a fresh start. However, it’s difficult to put 2020 completely behind us just yet because COVID-19 still presents a significant threat.

  • December 2020 Market Outlook update with cute doggie!Why Your Financial Plan Should Look Forward To 2021December 5, 2020 - 9:56 am

    What a difference a month can make. Except in Georgia, political ads have disappeared for now. A new administration prepares to occupy our highest elected office. Several COVID vaccines have been approved and show promise. And in a few weeks, 2020 will be in the rearview mirror.
    Take a few minutes to read on and learn how we view all this coming together and how it could impact your financial wellness.

  • Market Outlook post-election 2020Election 2020November 13, 2020 - 4:55 pm

    Joe Biden is elected. COVID-19 rages on. The stimulus is next. How does all this impact the economy and your retirement accounts?

  • October 2020 Ecomonic Update photoFall Season Brings Optimism and a Little Better ProgressOctober 6, 2020 - 12:40 pm

    Autumn has arrived, with students back in school, baseball playoffs beginning, and football in full swing. Life is trying to get back to as normal as possible despite the ongoing impact from COVID-19. While the number of new daily cases and hospitalizations from COVID-19 has steadied in the United States, cases in Western Europe are […]

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Cornerstone Wealth Management specializes in customized financial strategies for successful individuals who value their time – and appreciate the power of professional financial management to help them work towards building, protecting, and preserving their wealth.

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* Cornerstone earned this distinction in 2008 by being nominated by Worth Magazine readers and industry peers, and then being selected by Worth editors based on attributes including credentials, approaches to customer service, portfolio management and risk, as well as insights into the current investment environment.

CA insurance licenses 0D92796, 0G10586 and 0M15227.

The financial consultants at Cornerstone Wealth Management, Inc. are registered representatives with, and securities and advisory services are offered through, LPL Financial, a registered investment advisor, Member FINRA/SIPC. Financial Planning offered through Cornerstone Wealth Management, Inc., a registered investment advisor and separate entity from LPL Financial. The LPL Financial registered Representative associated with this site may only discuss and/or transact securities business with residents of the following state(s): AZ, CA, CO, HI, MA, NV, OH, OR, TX

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