Cornerstone Finance Group is an independent financial firm based in Irvine, California. The company focuses on providing personalized financial guidance to individuals, families, and business owners to help them achieve their financial goals. Their mission is to offer objective, tailored strategies without the pressure of proprietary products. As an independent group, they are affiliated with LPL Financial, which serves as their broker-dealer and registered investment adviser, providing them with back-office support, regulatory oversight, and a wide range of investment options. Key services include retirement planning, investment management, wealth management, insurance solutions, and estate planning.

Founded in

United Kingdom