Concerned about a market crash? Understand the impact with a Portfolio DeepScan®
Concerned about a market crash? Understand the impact with a Portfolio DeepScan®
Our planning first approach gives you a true understanding of what is needed to meet your financial goals, and will help you align investment decisions with a strategic purpose.
Over the past decade, the founders of Cornerstone noticed an alarming trend while meeting with investors. There was a consistent disconnect between understanding the difference between owning a portfolio of investments and having a true financial plan.
Somewhere along the way, the term "financial plan" became synonymous with having an investment portfolio and as a result, many investors believed they had a financial plan just because they owned investments. In actuality, financial planning is quite the opposite. Investment accounts should be the result of a plan, not the other way around.
Cornerstone was founded to create a new standard for giving investment advice that was planning centered, easy to understand, and accessible to anyone with an internet connection. Using video conferencing and screen sharing technology, we have created a personal and immersive online financial planning experience that focuses on understanding YOU, before giving investment advice.
Michael is a graduate of Saint Joseph’s University. Professional licenses include the Series 7, Series 66, and LAH Insurance. Post graduation, Michael advanced his expertise at the College For Financial Planning and The American College, where he obtained designations as a Chartered Retirement Planning Counselor® and Chartered Financial
Michael is a graduate of Saint Joseph’s University. Professional licenses include the Series 7, Series 66, and LAH Insurance. Post graduation, Michael advanced his expertise at the College For Financial Planning and The American College, where he obtained designations as a Chartered Retirement Planning Counselor® and Chartered Financial Consultant®. He Proudly serves as a CERTIFIED FINANCIAL PLANNER™ with over ten years of experience in the financial planning industry.
Michael is a graduate of Saint Joseph's University, and has been a comprehensive financial planner since 2010. Upon graduation, he studied at the College for Financial Planning to become a Chartered Retirement Planning Counselor®.
Michael is an avid Philadelphia sports fan, real estate investor, and modern art enthusiast. He is also the
Michael is a graduate of Saint Joseph's University, and has been a comprehensive financial planner since 2010. Upon graduation, he studied at the College for Financial Planning to become a Chartered Retirement Planning Counselor®.
Michael is an avid Philadelphia sports fan, real estate investor, and modern art enthusiast. He is also the Co-founder and acting Chairman of OWE, a 501(c)(3) organization that focuses on humanitarian aid in impoverished communities.
We have partnered with Philadelphia based non-profit OWE to create an investment portfolio earmarked for entrepreneurial education. OWE is a 501(c)(3) organization on a mission to empower impoverished communities by providing them with the resources necessary to achieve sustainability and independence.
When you partner with Cornerstone for our Comprehensive Financial Planning Program, 10% of the proceeds are paid directly to OWE’s Education Impact Fund. The Education Impact Fund is an investment portfolio earmarked for entrepreneurship education of students in the underdeveloped world.
Cornerstone has partnered with multiple universities around the nation to offer students an accredited financial advisor training program.
The Cornerstone Associate Program is a fully virtual work-study experience with over 70 hours of on-demand classes to start training the next generation of fiduciary based financial planners. This comprehensive, 26-week program is meant to help students begin building a career in the financial planning industry while they are completing their final year of college.
If you are interested in a career as a financial advisor, this program is for YOU.
CALL NOW TO START PLANNING - 1-888-857-PLAN
Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and McAdam LLC dba Cornerstone Capital Planning Group are not affiliated companies. NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.
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Building The Foundation For Financial Success ®
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