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

  1. Financial Advisor

    Cornerstone Planning Group

    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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Gina Stormont — Financial Advisor at Cornerstone Planning Group in Brooklyn, NY, US | Unifers