ABOUT US

Y O U R   F U T U R E   B E G I N S   W I T H   T H E   P R O P E R   F O U N D A T I O N

Our Mission is to always act in the best interest of our clients by providing Wealth Counseling that is built upon a foundation of time tested principles, transparency and proven results.

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L E T   U S   B E   Y O U R   C O R N E R S T O N E

denise barrett

CEO, Co-Founder

Investment Advisor Representative

michael sellman

CFP®, Co-Founder

Chief Compliance Officer

Investment Advisor Representative

lucinda salinas

CFP® CLU®

Investment Advisor Representative

Cameron Ziegler

Investment Advisor

Representative

Nicole Clapper

Client Service Associate

isabel vargas-brodsky

Client Service Associate

Joshua Wells

Client Service Associate

Join Our Team!

Securities offered through Gradient Securities, LLC (Arden Hills, MN 866-991-1539).   Member FINRA/SIPC.  Investment advisory services offered through Cornerstone Wealth Advisors, Inc., a California and Texas Registered Investment Advisor. Gradient Securities, LLC and its representatives do not render tax, legal, or accounting advice.  Insurance products and services are offered through Michael Sellman, Independent Agent.  California Insurance License number 0G40881.  Cornerstone Wealth Advisors, Inc. is not affiliated with Gradient Securities, LLC. Gradient Securities, LLC and Cornerstone Wealth Advisors, Inc. are not affiliated with the Social Security Administration or any government agency. The presence of this website shall in no way be construed or interpreted as a solicitation to sell any products or services to any residents of any state other than where legally permitted. Check the background of this investment professional on FINRA's BrokerCheck ».

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