Richard F.
Wealth Advisor at Cornerstone Wealth Group, LLC
- Role
- Wealth Advisor at Cornerstone Wealth Group, Llc
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Richard F.
As a CERTIFIED FINANCIAL PLANNER™ Practitioner, Richard focuses on working with…
Experience
Wealth Advisor
Apr 2021 — Present · Huntersville, NC, US
Richard joined the team in 2021 as a Wealth Advisor on the Private Wealth team with Managing Partner Jeff Carbone in Huntersville, NC. Prior to joining Cornerstone, he worked at Wells Fargo where he served as a Financial Advisor. Richard focuses on working with individuals and families to develop comprehensive goal-oriented wealth planning strategies. He believes that each client deserves attention to what gives them peace of mind. He does so by positioning portfolios to address all clients’ financial goals from retirement planning, funding education, estate strategies, and many other personal and business objectives.
Education
East Carolina University - College of Business
Bachelor's of Science in Business Administration, Finance, General
2013 — 2017
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