Cornerstone Planning Group
Business Services · New Jersey, United States · 11-50 Employees
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Overview
Headquarters
350 Passaic Ave Ste 201, Fairfield, New ...Phone Number
(973) 487-3220Website
www.cspgllc.comRevenue
<$5 MillionIndustry
About Cornerstone Planning Group
Cornerstone Planning Group specializes in practice management for financial advisors, focusing on supporting their operations, compliance, and growth. The company aims to empower advisors to operate independently while prioritizing client interests over corporate incentives. They provide resources and a collaborative environment for advisors seeking to enhance their practices and serve their clients better. Cornerstone is dedicated to fostering a cultural shift in the financial advisory industry towards transparency and alignment.Explore more
Cornerstone Planning Group Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2015
CP
Celine PastoreFounder, Wealth & Manager & Chief Compliance Officer, Simplepath Wealth Management, Llc
Cornerstone Planning Group Tech Stack
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Frequently Asked Questions Regarding Cornerstone Planning Group
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Cornerstone Planning Group specializes in practice management for financial advisors, focusing on supporting their operations, compliance, and growth. The company aims to empower advisors to operate independently while prioritizing client interests over corporate incentives. They provide resources and a collaborative environment for advisors seekin... Read More
