“Successful financial planning starts with a strong relationship”
Throughout his 20 plus year career, Lance has remained dedicated to helping individuals, families, and businesses achieve their personal financial goals. He employs a holistic method to the planning process -- a methodology which leads to a comprehensive, and highly personalized approach to investment, retirement, estate, and business planning strategies.
Relationships are the focus for Lance. This relationship-based philosophy centers around first helping individuals who are uncertain about their path to wealth creation establish a solid plan for achieving their goals and then assisting those who have accumulated wealth to manage risk so that they may maintain their lifestyle through retirement.
Prior to founding Cornerstone Financial Advisers with his business partner Darryl Carter, Lance held the positions of Regional Planning Specialist; Director of National Accounts; Officer, Product Development; and Regional Vice President at large national financial services companies.
Lance is licensed in Health and Life Insurance, CA Insurance Lic #0F66186, holds his FINRA Series 6, 66, 7, and 24 securities registrations and is a Registered Representative with Cetera Financial Specialists as well as an Investment Advisor Representative through Cetera Investment Advisers. Lance is also an Accredited Investment Fiduciary (AIF®) and a Chartered Financial Consultant® (ChFC®) and was recognized as an Orange County Five Star Wealth Manager in 2019 and 2020.
Lance and his wife, Melanie, moved from Boston, MA to Orange County in 2006 and quickly adjusted to the new lifestyle. When not working with clients, Lance enjoys surfing, playing golf, cycling, travelling, and spending time with Melanie and their dogs Smitty and Brady.