Cornerstone Financial Advisers

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

6 Venture Ste 120, Irvine, California, 9...

Phone Number

(949) 450-9000

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Cornerstone Financial Advisers

Cornerstone Financial Advisers offers a comprehensive range of financial services including financial planning, family wealth management, retirement planning, insurance, and tax support. They cater to individuals and families at various life stages, providing custom plans to secure their financial futures. The firm emphasizes a client-centric approach, leveraging technology and resources to enhance their services. Their intended clients include families, small businesses, and individuals seeking tailored financial strategies.Explore more
Cornerstone Financial Advisers's Social MediaPopular SearchesCornerstone Financial AdvisersDarryl Carter & AssociatesDarryl Carter & Associatecfadvisers.comCornerstone Financial Investments LLCSIC Code 62,628NAICS Code 52,523Show more

Cornerstone Financial Advisers Org Chart

PhoneEmail
Lance Dumas, Founder I Managing Partner at Cornerstone Financial Advisers
United States flag for contact location.

Founder I Managing Partner

PhoneEmail
CA
United States flag for contact location.

Financial Advisor

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cornerstone Financial Adv...

<$5M
1-10
Private
-
2005
Lance Dumas, Founder I Managing Partner at Cornerstone Financial Advisers
Lance DumasFounder I Managing Partner
$7M
11-50
Private
-
1996
PF
Patrick FryeSenior Vice President and Chief Credit Officer
<$5M
1-10
Private
-
2003
DS
Daniel SopherDirector, Financial Planning Strategy & Lead Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2012
Paul Holjes, Manager, Wealth & Founder at Peak Mountain Advisors
Paul HoljesManager, Wealth & Founder
<$5M
1-10
Private
-
2003
HG
Hunter GutierrezWealth Management Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Cornerstone Financial Advisers is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Cornerstone Financial Advisers is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Cornerstone Financial Advisers.

Cornerstone Financial Advisers Tech Stack

A closer look at the technologies used by Cornerstone Financial Advisers

Cornerstone Financial Advisers News & Media

  • LPL Financial Welcomes Cornerstone Financial Advisers

    SAN DIEGO, May 20, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Lance Dumas, AIF®, ChFC®, and Darryl Carter CPA, have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported serving approximately $225 million in advisory, brokerage and retirement plan assets* and join LPL from Cetera.
Read more news

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Frequently Asked Questions Regarding Cornerstone Financial Advisers

What is Cornerstone Financial Advisers's official website?
Cornerstone Financial Advisers's official website is www.cfadvisers.com
What is Cornerstone Financial Advisers's Revenue?
Cornerstone Financial Advisers's revenue is <$5 Million
What is Cornerstone Financial Advisers's SIC code?
Cornerstone Financial Advisers's SIC: 62,628
What is Cornerstone Financial Advisers's NAICS code?
Cornerstone Financial Advisers's NAICS: 52,523
How many employees does Cornerstone Financial Advisers have?
Cornerstone Financial Advisers has 1-10 employees
What industry does Cornerstone Financial Advisers belong to?
Cornerstone Financial Advisers is in the industry of: Finance, Securities Trading
What is Cornerstone Financial Advisers competition?
Cornerstone Financial Advisers top competitors include: Nastali Financial Services, Summit Financial Group, stevenscheichet.com, Peak Mountain Advisors
What technology does Cornerstone Financial Advisers use?
Some of the popular technologies that Cornerstone Financial Advisers uses are: Cloudflare Website Optimization, Google Font API, Google Tag Manager, FMG Suite
How do I contact Cornerstone Financial Advisers?
Cornerstone Financial Advisers contact info: Phone number: (949) 450-9000 Website: www.cfadvisers.com
What does Cornerstone Financial Advisers do?

Cornerstone Financial Advisers offers a comprehensive range of financial services including financial planning, family wealth management, retirement planning, insurance, and tax support. They cater to individuals and families at various life stages, providing custom plans to secure their financial futures. The firm emphasizes a client-centric appro... ach, leveraging technology and resources to enhance their services. Their intended clients include families, small businesses, and individuals seeking tailored financial strategies.Read More

What are Cornerstone Financial Advisers social media links?
Cornerstone Financial Advisers Linkedin page
Is Cornerstone Financial Advisers a public company?
Cornerstone Financial Advisers is private company therefore does not currently have an official ticker symbol
See more information about Cornerstone Financial Advisers

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