A certified CPA with a career stretching over 30 years, Lisa's vast industry experience includes private wealth management, charitable foundations, real estate, healthcare, and public accounting. Cetera Financial Specialists LLC partners with more than 1,600 tax and accounting professionals who have successfully integrated wealth management into their practices.
Ash Brokerage is a Brokerage General Agency (BGA) that assists us in sales and underwriting support for all lines of insurance. They offer the full range of insurance products: fixed and equity indexed annuities, all lines of life.
Ash Brokerage is a Brokerage General Agency (BGA) that assists us in sales and underwriting support for all lines of insurance. They offer the full range of insurance products: fixed and equity indexed annuities, all lines of life.
Services
Building Your Nest Egg - We utilize professional money management firms to manage your fee-based investments which are tax efficient and well diversified. Protecting You and Your Family - We help you develop a plan to maintain and preserve your assets, retaining the lifestyle you are accustomed to for your spouse and heirs.
We know that financial choices can be overwhelming. That's why, our mission is to educate our clients on their financial options and, together, create a long term strategy based on confidence and trust. Our relationship-first philosophy ensures that we are partners in the process -- empowering you to understand your financial goals and celebrate your milestones.
When you work with Cornerstone Financial Advisers, you gain the trust of a client-focused adviser, alongside the security backing of an industry leader. At Cornerstone Financial Advisers, we pride ourselves on our personal approach. We build relationships with our clients and fully understand their concerns and goals.
No two individuals are the same, neither should your investment strategy. Whether you are saving to purchase your first home, retire early, or invest in sustainable alternative funds, your investment portfolio should be as diverse as your interests and aspirations. At Cornerstone Financial Advisers, our mission is to help you create and maintain wealth through long term strategy.
You worked hard to establish your family's financial security. With that achievement comes an intricate set of wealth management challenges, and as your wealth grows, so does the complexity. From philanthropic management to wealth transfer, cash management, and family governance, we understand the multi-generational challenges of family wealth management.
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