Cornerstone Wealth Management | San Ramon, CA
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Working with a CFP®

Financial plans and advice offered by Cornerstone Wealth Management are reviewed by CFP® Professionals and follow the CFP Board Code of Ethics and Standards of Conduct

Principle 1

Integrity: Provide professional services with integrity.

Principle 2

Objectivity: Provide professional services objectively.

Principle 3

Competence: Maintain the knowledge and skill necessary to provide professional services competently.

Principle 4

Fairness: Be fair and reasonable in all professional relationships. Disclose conflicts of interest.

Principle 5

Confidentiality: Protect the confidentiality of all client information.

Principle 6

Professionalism: Act in a manner that demonstrates exemplary professional conduct.

Principle 7

Diligence: Provide professional services diligently.

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Cornerstone Wealth Management, Inc.
2400 Camino Ramon, Suite 175
San Ramon, CA 94583
(925) 824 2880

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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

© Copyright 2019 - Cornerstone Wealth Management, Inc. All rights reserved.

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