Putting Our Education and Experience to Work For You

At Cornerstone Advisers, we pride ourselves in remaining up-to-date on the newest and most impactful ways we can help our clients prepare for life. One of the ways we do this is by investing in our advisers’ educations. Every year, each of our advisers is required to meet a certain number of continuing education hours, during which we stay informed of the best ways we can keep our clients first.

Ultimately, all of our advisers have invaluable experience working with clients every day on real life situations. While we value our education, we also value the time we spend doing life with our clients. Combined, the partners of Cornerstone Advisers have over a century’s worth of experience helping our clients reach their goals and prepare for life.

Alongside our required continuing education hours, many of our financial advisers hold a Certified Financial Planner designation, or CFP®. Most people think all financial planners are "certified", but this isn't true. Anyone can call himself or herself a "financial planner," but only those who have fulfilled the certification and renewal requirements of the CFP Board can display the CFP® designation marks, which represent a high level of competency, ethics and professionalism.