Corey Beucus is President and founder of Cornerstone Wealth Management Group, serving Burlingame, CA, and Bend, OR. He provides comprehensive financial planning and investment advisory services to affluent individuals and families, executives and business owners. In his practice, Corey personally devotes his time and expertise to his clients and tailors every retirement and investment strategy for each client.
Corey currently holds Series 6,7, 24 and 63 registrations with LPL Financial. Corey is an Investment Advisor Representative through LPL Financial, Member FINRA/SIPC and a Licensed Insurance Consultant with over 30 years of experience in the investment industry.
Corey currently holds Series 6,7, 24 and 63 registrations with LPL Financial. Corey is an Investment Advisor Representative through LPL Financial, Member FINRA/SIPC and a Licensed Insurance Consultant with over 30 years of experience in the investment industry.
Services
In order to provide a detailed recommendation based on your situation, we'll need to collect detailed financial data. This includes statements, tax returns, insurance policies, trusts, etc. After analyzing your current situation, your objectives and your goals we will create a plan that matches your needs to the most appropriate investment path.
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.
As an employer, you share the responsibility for guiding your employees toward making decisions that will afford them greater financial freedom in retirement. But here's the quandary: Just as your workers look to you for financial guidance and advice, you must seek out an expert to help you navigate plan regulation and administration.
If you're like most plan sponsors, you have many demanding challenges competing for your attention. LPL representatives work with retirement plans every day, and they will help save you time and effort. LPL representatives bring the experience and tools that deliver value, help seek to improve participant outcomes, and help manage your fiduciary risks.
Fortune 500 ranks U.S. companies based on a review of the prior year's total revenue and factors such as profits after taxes, year-end assets and total stockholders' equity. Sustainable investing is investing with the intention of generating a positive ESG impact alongside a financial return. LPL supports the growth and development of sustainable investing practices by providing education, insights, research, and solutions.
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