Tori Pena's Colleagues at Cornerstone Financial Services, LLC
Tori Pena's Contact Details
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Corpus Christi,Texas,United States
Cornerstone Financial Services, LLC
Tori Pena's Company Details
CFS has been published more than 60 times in USA TODAY, CNBC, FOX NEWS, READERS DIGEST, THE WALL STREET JOURNAL, FORBES, YAHOO FINANCE and many more. You can read the articles on our website www.cornerstone-mi.com under "About us" then click on "In the Media". The firm was founded in 2011 with a fresh, forward looking outlook on what the standard should be for wealth management and financial advising. An uncompromising client first standard. Upholding this standard for our clients means that CFS will always seek to find the most cost efficient, best fit solution versus competitors' higher cost or commission focused approach.Following this model has led the firm to substantial growth, to over $250 million in assets under management today, built across a successful client base that includes families, individuals, small and mid-size corporations, private medical practices, estates and non-profit entities across the United States.The Partners now bring a combined 60+ years of experience advising and growing wealth for the firm's clients. This experience includes expertise in asset management, retirment security, life and health insurance, medicare, estate planning, property and casualty insurance, law, accounting, strategic advisory, real estate, private equity, and investment banking. The Partners obtained a broad range of previous experience and perspectives at RBC Wealth Management, Paine Webber, UBS, Smith Barney, AXA, Deloitte, Plante Moran, General Motors and McKesson Health. Our advisors are successful alumni of University of Michigan, Michigan State University, Central Michigan, Oakland University, University of Detroit-Mercy School of Law, DePaul University and The Wharton School of the University of Pennsylvania including graduate degrees and certifications.CFS clients can rest assured that they are receiving the unique attention to detail, focus, and results that arise from being served by seasoned entrepreneurial owners, not employees.