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Cornerstone Wealth Advisors Inc Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Cornerstone Wealth Advisors, Inc. (CWA) is a Registered Investment Advisory firm that provides wealth management services to affluent individuals and families, professionals, business owners, executives, and retirees. The firm focuses on helping clients formulate a plan for the second half of life and offers guidance to navigate retirement challenges, acting as a coaching partner in financial planning. Based in Carlsbad, California, CWA operates within the financial services industry as an advisor that emphasizes comprehensive strategy and personalized support for its clients. The company is described as a small team, reflecting its size and specialized service approach.

Find Cornerstone Wealth Advisors Inc employees' phone numbers or email addresses

Cornerstone Wealth Advisors Inc Global Highlights

Location
Employees

North America
19

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  • United States Of America
    19

Cornerstone Wealth Advisors Inc's Leadership

  • Stylized image of a person
    C. M.
    Chief Executive Officer, Wealth Management Advisor
    Mobile Phone
  • Stylized image of a person
    S. B.
    Founder And President
    Mobile Phone
  • Stylized image of a person
    A. M.
    Resident In Financial Planning
    Mobile Phone
  • Stylized image of a person
    M. S.
    Wealth Advisor
    Mobile Phone

Cornerstone Wealth Advisors Inc Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Cornerstone Wealth Advisors Inc

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    C. M.
    Chief Executive Officer, Wealth Management Advisor
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    S. B.
    Founder And President
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    A. M.
    Resident In Financial Planning
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    M. S.
    Wealth Advisor
    Mobile Phone
    Jun 08, 2026

Frequently Asked Questions

What is Cornerstone Wealth Advisors Inc known for?

Minus sign iconPlus sign iconCornerstone Wealth Advisors Inc was founded in 2010 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-760-476-****
. Explore Cornerstone Wealth Advisors Inc's company overview page for more information.

What is Cornerstone Wealth Advisors Inc's most common email format?

Minus sign iconPlus sign iconCornerstone Wealth Advisors Inc employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Cornerstone Wealth Advisors Inc email formats with LeadIQ.

How many employees does Cornerstone Wealth Advisors Inc have currently?

Minus sign iconPlus sign iconCornerstone Wealth Advisors Inc has approximately 8 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Cornerstone Wealth Advisors Inc's key employees and leadership?

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As of July 2026, Cornerstone Wealth Advisors Inc's key employees include:

  • Chief Executive Officer, Wealth Management Advisor: C. M.
  • Founder And President: S. B.
  • Resident In Financial Planning: A. M.
  • Wealth Advisor: M. S.

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