Cornerstone Wealth Advisory Employee Directory

Cornerstone Wealth Advisory corporate office is located in 114 Old Country Rd Ste 644, Mineola, New York, 11501, United States and has 1-10 employees.

cornerstone wealth advisory llc

cornerstonewealthadvisors com

Employees by Department

Departments

Number of employees

C-Suite

Sales

Finance

Operations

Cornerstone Wealth Advisory CEO

Michele FineFounder & Chief Executive Officer

Phone

See Profile

Key Employees of Cornerstone Wealth Advisory

Scott Mintz
Chartered Financial Analyst & Chief Operating Offi...
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Cornerstone Wealth Advisory Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Cornerstone Wealth Advisory

Hundreds of professionals searching for Cornerstone Wealth Advisory have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

MF
Michele Fine
Email Direct
Founder & Chief Executive Officer
United States , New York , Mineola

LC
Lawrence Cohen
Email Direct
Senior Financial Representative
United States , New York , Mineola

Scott Mintz
Email Direct
Chartered Financial Analyst & Chief Operating Officer
United States , New York , Mineola

PF
Peter Fahy
Email Direct
Client Services
United States , New York , Mineola

BK
Brianna Kaffeseder
Email Direct
Business Operations Client Service Associate
United States , New York , Mineola

Former Employees at Cornerstone Wealth Advisory

Explore people who held key positions, contributed to Cornerstone Wealth Advisory's success, and advanced their careers.

Aaron Roman

Associate at Segal Marco Advisors

Worked as Associate

at Cornerstone Wealth Advisory (2024-2024)

Direct

Dana Somma

Director, Funding & Ca... at MMP Capital

Worked as Business Operations & Resource Associate

at Cornerstone Wealth Advisory (2019-2020)

Direct

Mackenzie Klouda

Manager, Operations at Snyder Wealth Group

Worked as Client Service Associate

at Cornerstone Wealth Advisory (2022-2023)

Direct

Mask Content

Client Administrator at Callaghan Lucerino & A...

Worked as Executive Assistant & Director, Client Service...

at Cornerstone Wealth Advisory

Direct

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Frequently Asked Questions Regarding Cornerstone Wealth Advisory Employees

How many employees does Cornerstone Wealth Advisory have?

Cornerstone Wealth Advisory has 1-10 employees

Who is the CEO of Cornerstone Wealth Advisory?

Cornerstone Wealth Advisory’s CEO is Michele Fine

Who are Cornerstone Wealth Advisory key employees?

Some of Cornerstone Wealth Advisory key employees are Scott Mintz

Where is Cornerstone Wealth Advisory located?

Cornerstone Wealth Advisory’s headquarters are located at 114 Old Country Rd Ste 644, Mineola, New York, 11501, United States

How do I contact Cornerstone Wealth Advisory?

Cornerstone Wealth Advisory Contact Info: Phone number: (516) 682-2508 Website: www.cornerstonewa.com

What does Cornerstone Wealth Advisory do?

Cornerstone Wealth Advisory LLC offers a range of financial services including investment management, estate planning, retirement planning, and risk analysis. The firm aims to assist clients with business succession planning, executive benefits, and legacy planning. Their target clients include individuals and businesses seeking comprehensive finan... Read More

Is Cornerstone Wealth Advisory a public company?

Cornerstone Wealth Advisory is private company therefore does not currently have an official ticker symbol

See more information about Cornerstone Wealth Advisory Employees