We are open for business!

We are open for business!

While it is a good idea for most business offices to remain closed during this period (and in fact, some areas it is mandated), Cornerstone is set up technically to provide the same level of service remotely that we offer from our physical office. We have access to many items you might need during this time. So, please call if you would like. 925-824-2880. We want to assist you with your questions and concerns.

This offer extends to others in your lives who may feel unsettled and would like to talk. While they might have investment accounts or an investment plan, most do not have a financial plan to answer questions like “will I be ok?”

We are walking through history. There is no need for you or your friends to walk through this alone.

Important Information


January 2021: The Beginning of the End

Happy New Year! It’s not over yet. Healthcare workers continue to perform heroically, while the rest of us must continue to make sacrifices until vaccines

Christmas doggie

Why Your Financial Plan Should Look Forward To 2021

What a difference a month can make. Political ads have disappeared for now. A new administration prepares to occupy our highest elected office. Several COVID vaccines have been approved and show promise. And in a few weeks, 2020 will be in the rearview mirror.

Election 2020

Former Vice President Joe Biden has been elected the 46th President of the United States, defeating President Donald Trump in a tight race and bringing


Are You Prepared to Retire into a Recession or Market Correction?

Download Your Free 15-Point Checklist of Insider Tips to help decide if you’re on track.

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