Cornerstone Wealth Management San Diego, United States
Cornerstone Wealth Management San Diego, United States

Cornerstone Wealth Management San Diego, United States Management Team

Contact top employees from Cornerstone Wealth Management San Die...

Summary

Cornerstone Wealth Management San Diego, United States is a private company that has been in the industry for 21 years. The company currently specializes in the Financial Services area. The position of the Co-Founder & CEO is occupied by Gregory Shoemaker. Its headquarters is located at Rancho Santa Fe, California, USA. The number of employees ranges from 100 to 250. The annual revenue of Cornerstone Wealth Management San Diego, United States varies between 25M and 100M. To connect with Cornerstone Wealth Management San Diego, United States employee register on SignalHire.

Organization Website

cornerstonewm.com

Social Links

linkedIn

Phone Number

(858) 676-1000

Industries

Headquarters Location

16935 West Bernardo Drive, Suite 260, San Diego, CA, 92127 US

Employees Size

1-10 employees

Specialties

Family Office Services, Private Placements, Investment Adviser, Wealth Management

SIC Code

6282, 6199

DMA Code

San Diego County

Founded

2005

Estimated Annual Revenue

$25M - 100M

Operating Status

Acquisition Pending

Competitors

Founded
Type
Employees
Revenue
Funding
1985Privately
Held
25 - 100 6.2M $350K
2007Privately
Held
25 - 100 21.7M $0
1993Privately
Held
1-10 < 1M $0
2016Sole
Proprietorship
- $-

Employees Turnover 4 quarter 2025

Length of Employment
arrow
Employee tenure at Cornerstone Wealth Management San Diego, United States shows a diverse range of experience levels:
6% have been with the company for less than 1 year6% for 1–2 years6% for 3–4 years9% for 5–7 years9% for 8–10 years64% have over 11 years of service at Cornerstone Wealth Management San Diego, United States
Ex-employees positions
In Company
In New Company
Contact top employees from Cornerstone Wealth Management San Die...
Carol Ramsdell
EXECUTIVE VICE PRESIDENT
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Todd Gunther
First Vice President
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Chad Jensen
Wealth Advisor, President & Founder
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Leslie Nanberg
Owner and President
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Nick Dionisos
President; Owner; Investment Advisor Representative
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Amanda Staples
Client Services Coordinator
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Lauren Stutes
Administrative Professional
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Victoria Ruetz MBA
Associate Financial Advisor
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Edmund Malone
Chief Compliance Officer
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Nicholas Kaplan
Director of Wealth Management
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Jason Harris
Financial Adviser
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Dave Kaplan
Financial Consultant
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Crystal Bader
Administrative Assistant
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Tara Sarvie
Financial Assistant
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Christina Kyrkos Fanourakis
Director of Financial Planning
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Ben Clark
CFP®, Private Wealth Manager
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Nate Oltmans
Financial Planner
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Matt Stutes
Certified Financial Planner
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Pam Palazzo
Account Executive
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Anastasiya Sembay
Associate Financial Planner
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Kassin Hopkins
Financial Advisor
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Rachel Hobbs
Operations Manager
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jacqueline meyer
Client support consultant
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Zach Klassen
Financial Advisor Assistant
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Jake Zurawski
Wealth Management Intern
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Alicia Zirkes
Associate Financial Planner
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FAQ

Cornerstone Wealth Management San Diego, United States operates in the Finance industries. More details can be found on the official website: cornerstonewm.com.
The headquarters of Cornerstone Wealth Management San Diego, United States are located in San Diego, United States.
The current CEO of Cornerstone Wealth Management San Diego, United States is Gregory Shoemaker
You can contact Cornerstone Wealth Management San Diego, United States by phone at (858) 676-1000.
Cornerstone Wealth Management San Diego, United States currently employs 1-10 people.
Cornerstone Wealth Management San Diego, United States's revenue is approximately 28M.
Well-known competitors of Cornerstone Wealth Management San Diego, United States include Center for Financial Planning, Inc.®, Arete Wealth, Levanti Wealth and JG Wealth Management.

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