Our team

Our Team

two dogs walking on their path to retirement
Cornerstone Wealth Management is recognized for its delivery of independent, comprehensive financial planning. This essential work goes beyond traditional investment planning.
Cornerstone Wealth Management is recognized for its delivery of independent, comprehensive financial planning. This essential work goes beyond traditional investment planning.
two dogs walking on their path to retirement

Rich Arzaga, CFP®

Founder and CEO
CA insurance license 0D92796

Dave Winkler

Wealth Planner
CA insurance license 0G10586
michelle chen 1

Michelle Chen

Client Services Manager
CA insurance license 0M15227

Let's Talk.

Get your complimentary appointment with one of Cornerstone's professional financial advisers today, and get real clarity on the most important money decisions you may ever make.

Looking for Financial Confidence in Retirement?

Contact us for your complimentary consultation today, and take control of your financial future in retirement

Good Things Come to Those Who Click!

Financial Guidance

Cornerstone Wealth Management is nationally recognized for its delivery of independent, comprehensive financial planning. This essential work goes beyond traditional investment planning.

Are You In The Middle of a Life Transition?

Contact us for your complimentary consultation today, and take control of your financial future in retirement

In Search of Financial Guidance for Life Transitions?

Contact us for your complimentary consultation today, and take control of your financial future in retirement.