About Us

Based in Orange County, CA, Cornerstone Financial Advisors is a team of dedicated wealth management professionals. With over 30 years of industry expertise and a diverse portfolio of clients throughout the country, we are experts in our industry and dedicated to helping individuals and companies reach their financial goals. 

Our relationship-first mission provides the personal attention you will not find at larger practices. We take the time to understand your financial history and goals, educate you to make prudent decisions, and together create a roadmap that is in line with your risk assessment and respects your financial goals. 

We are committed to the needs of our clients, serving our community and know that a community’s security is built upon the financial strength of its residents. As long-time Orange County residents, we are passionate about community and support a variety of causes and organizations, including The Kant Institute, Cure Epilepsy, and local animal rescue organizations.

We look forward to speaking with you about your financial goals and invite you to contact us directly via email or give us a call at (949) 450-9000.