Welcome
Cornerstone Investment Associates ("Cornerstone") is an independent financial firm in the Bay Area that advises a select number of families, individuals, corporate executives, and successful business owners on the management of their financial assets.
We provide our clients with an integrated approach to meet their unique needs. This includes financial planning, investment management, tax preparation, estate planning, and life insurance analysis.
We strive to provide our clients with excellent service and customized solutions, working together toward achieving the goal of their financial security.