Cornerstone Financial Services, Inc. is an independent financial planning and wealth management firm based in Irvine, California. Affiliated with LPL Financial as their broker-dealer, the company provides personalized financial guidance to individuals, families, and business owners. Their services focus on a holistic approach, encompassing investment management, retirement planning, estate planning, risk management, and insurance solutions, with a stated mission to help clients pursue their financial goals through objective advice and long-term strategies.

Founded in

United States