Our Philosophy

Cornerstone Financial Advisers is a consulting firm dedicated to helping individuals and companies establish their goals and creating financial plans to reach them. We work together with each client to attain financial stability and gain financial independence. Our company is based on the principle that education and understanding of your current financial situation is vital to making prudent decisions concerning your future. Our clients benefit from our relationship as Registered Representatives with Cetera Financial Specialists LLC, Investment Adviser Representatives with Cetera Investment Advisers LLC Corporation, and Ash Brokerage who allow us to provide important insight and resources from leaders in their industries.

Our approach is best described as relationship first.  We seek to gain a solid understanding of your goals, whether that be 6 months from now or 25 years down the road and create a strategy that is mindful of the level of risk you are comfortable with. The key is to ensure your overall financial plan is in line with your time horizon, and is monitored and adjusted as you move toward your goals. 

Our Commitment

We are committed to serving you with personal attention and a knowledgeable, hands-on approach. We truly care about making your dreams a reality and will work hard to keep you focused on your goals for the future, advise you with our years of experience, and talk with you regularly to maintain a disciplined approach.

Our Mission

Our mission is to help you create and maintain wealth through a long term strategy. We build client relationships based on trust, sound professional guidance, consistent communication and prompt personal attention. When it comes to your future, we help you set wise financial goals, monitor them and keep you informed along the way.

If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (949) 450-9000.