Cornerstone Wealth Partners

Cornerstone Wealth Partners

New
Offers online services
New
Offers online services

About

My service is about teaching and helping people have a clear path and understanding of their financial goals. After meeting with me, you will have an understanding of academic and scientific investing. You will understand it better than most investors. You will have access to continued education and coaching in the world of investments and your future.

The more I can teach, and help people understand economics and investing, the more they will be confident and have peace of mind about their financial future. I love to teach, I love meeting and being with people, and I'm excited to give people hope and excitement about their financial goals.


Highlights

Hired 1 time
10 employees
16 years in business
Serves Peachtree City , GA
Offers online services

Social media


Specialties

Comfort with finances

Customers who are very comfortable with finances, Customers who are somewhat comfortable with finances, Customers who are not comfortable with finances

Career stage

Entry-level / Junior, Mid-level, Senior-level / management, Executive, Approaching retirement, Already retired

Annual income

Less than $40,000, $40,000 - $60,000, $60,000 - $80,000, $80,000 - $100,000, $100,000 - $150,000, $150,000 - $250,000, Greater than $250,000

Service type

General financial planning, Retirement planning, Investment review, College planning, Mutual funds, Home purchase

Photos and videos


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    Frequently asked questions

    First I start with a discovery conversation. I try to get a general financial picture and then go from there.


    Services offered

    Financial Services And Planning