A Founding Member and Managing Partner of Cornerstone Wealth Management, I have amassed over 30 years of financial services expertise, commencing my career with Smith Barney in 1993. Throughout this journey, I have been steadfast in providing personalized wealth management guidance, assisting clients with asset accumulation, wealth building, retirement planning, and the strategic transition of wealth to future generations.The holistic approach I take to navigating the complexities of investment and planning strategies reflects a wealth of experience, particularly in handling challenging market phases. Resilience during crises such as the dot-com bubble, 9/11, the 2008-2009 financial crisis, and the COVID-19 pandemic, has enabled me to act as a stabilizing force and voice of reason for clients facing market uncertainties.My educational background includes a bachelor’s degree in economics from Hobart College and an MBA from Rutgers University. Holding Series 3, 7, 24, 63, and 66 securities registrations, along with relevant insurance licenses, I actively engage with families across multiple states in the U.S. Please visit my website at www.thecornerstonewealthmanagement.com for information about my practice and the services I provide my clients. I am currently accepting new clients and appreciate your referrals.This information is intended for use by residents of AK, AZ, CA, CO, CT, DE, FL, GA, IL, KY, MA, MD, ME, MI, MN, MO, NC, ND, NH, NJ, NM, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, and WY only.Please contact me at gene.richardson@wfadvisors.com or 877-454-8225. I am unable to respond to messages through LinkedIn./*********/Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on www.wellsfargoadvisors.com/social.