Gina Stormont
- Role
- Financial Advisor at Cornerstone Planning Group
- Location
- Brooklyn, NY, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Gina Stormont
I am a Financial Adviser* offering investment advisory services through Eagle Strategies…
Experience
Financial Advisor
Mar 2025 — Present
Specializing in financial planning and assets under management, I advise and support clients with retirement, welath acculmulation and distribution, tax mitigation, risk management, and caregiving/ legacy decisions.
Skills
- Estate Planning
- Key Person Protection
- Legacies
- 401k Rollovers
- Gifting Strategies
- Multi-Generational Planning
- Annuity Sales
- Public Speaking
- Insurance
- Time Management
- Wealth Preservation Planning
- Multi-Generational Wealth Transfer
- Licensed Life Insurance Agent
- Protection Planning/Family Security
- Thought Leadership
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