Cornerstone Wealth Advisors Inc
Financial Services
1808 Aston Avenue
9 employees
- Employees
- 9
- Contacts
- 3
- Emails
- 3
- Phones
- 1
Cornerstone Wealth Advisors Inc Overview
- Headquarters
- 1808 Aston Avenue
- Phone Number
- Available in AeroLeads
- Website
- cwainvestors.com
- Industry
- Financial Services
- Employees
- 9
- Founded
- 2010
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Cornerstone Wealth Advisors Inc
Cornerstone Wealth Advisors, Inc. (CWA) is a Registered Investment Advisory Firm providing wealth management services to affluent families, professionals, business owners, executives and retirees who need a game plan for the second half of their lives and a coach to help them navigate the pitfalls of retirement.
Cornerstone Wealth Advisors Inc Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 1
- 25.0% coverage
Cornerstone Wealth Advisors Inc Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Alex Clark | Mission Viejo, California, United States |
Email
Phone
|
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| Joshua Wells | Client Service Associate at Cornerstone | Carlsbad, California, United States |
Email
|
| Jennifer Cooper-Phipps | Client Service Associate | United States |
View
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| Isabel Vargas-Brodsky | Csa/office Manager at Cornerstone | Carlsbad, California, United States |
Email
|
Employees by Management Level
Associate / junior
3 profiles
Manager
1 profile
Individual contributor
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 3 | 3 | 2 |
| Sales | 2 | 2 | 1 |