Tag - Financial Advisors

26Oct

MATTHEW RIESENWEBER RECOGNIZED BY FORBES AS TOP NEXT-GEN ADVISOR

Matthew Riesenweber, CFP® October, 2021 - Matthew Riesenweber at Cornerstone Wealth Strategies in Kennewick, WA was recently named among 2021 Forbes Top Next-Gen Wealth Advisors. Advisors featured on the list are all under 40 and, according to Forbes, represent the future of the wealth management industry. “On behalf of LPL, I congratulate Matt for his dedication to supporting the comprehensive needs of his clients,” said Angela Xavier, LPL executive vice president, Independent Advisor Services. “Matt represents the next generation of advisors leading...

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15Jun

CORNERSTONE ADDS VETERAN FINANCIAL ADVISOR – JOEL OCKEY

Joel Ockey, Wealth Advisor In May 2020 Cornerstone Wealth Strategies, Inc., a full-service independent financial planning firm based in Kennewick, Washington, proudly announced the addition of Joel Ockey to its firm. Joel will be working with Cornerstone to provide clients with invaluable financial guidance as an experienced wealth advisor. Cornerstone currently offers clients within the Tri-Cities community a range of services to include retirement planning, financial planning, investment management, and estate planning. Cornerstone has developed a team approach to assisting clients by...

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23May

Cornerstone’s Third Annual Shred Fiesta 2019

The weather was beautiful, the food was deliciosa and the fun was had by all who attended our Third Annual Shred Fiesta. Over 100 people brought in almost 1,400 pounds of documents to be securely shredded on May 4th, 2019. Everyone enjoyed tacos, music, games, and good conversation.

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