Cornerstone Wealth Strategies & Insurance Solutions

Cornerstone Wealth Strategies & Insurance Solutions Providing quality financial strategies and solutions to businesses and individuals. I am not licensed in all jurisdictions.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Comp

any and may be licensed with various other independent unaffiliated insurance companies . Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. My CA Insurance license number is 0b32910.

3255 W. March Lane, Suite 300 Stockton, CA 95219
Bus. 209-955-2612 Cell. 209-609-8241

Neither Cornerstone Wealth Strategies & Insurance Solutions nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Cornerstone Wealth Strategies & Insurance Solutions is not owned or operated by New York Life Insurance Company or its affiliates. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

AARP exclusive report: Family caregivers provided 49.5 billion hours of care in 2024, ranking among America’s largest wo...
06/03/2026

AARP exclusive report: Family caregivers provided 49.5 billion hours of care in 2024, ranking among America’s largest workforces.

AARP exclusive report: Family caregivers provided 49.5 billion hours of care in 2024, ranking among America’s largest workforces

For many business owners, the company is the estate plan. But will there be enough liquidity to: —Cover estate costs?—Ke...
06/02/2026

For many business owners, the company is the estate plan. But will there be enough liquidity to:
—Cover estate costs?
—Keep the business running?
—Treat your heirs fairly?
If you’re not sure, reach out to me and let’s talk about some proven ways to protect what you’ve built.

Happy Children’s Day!Today we celebrate the joy, laughter, imagination, and endless potential that children bring into t...
06/01/2026

Happy Children’s Day!
Today we celebrate the joy, laughter, imagination, and endless potential that children bring into the world every day. May we continue to encourage, protect, and inspire the next generation to dream big.

Today, I get to celebrate something really special.For National Creativity Day, we’re showcasing my daughter Jessica’s a...
05/30/2026

Today, I get to celebrate something really special.

For National Creativity Day, we’re showcasing my daughter Jessica’s art and I couldn’t be prouder. Watching her express herself through creativity, imagination, and pure joy is such a gift. She reminds me every day that creativity isn’t about perfection, it’s about being brave enough to share your perspective with the world.

Jessica, never stop creating, dreaming, and being uniquely you.

When deciding where to live, income tax savings are just part of the equation. Housing, everyday expenses, and other lev...
05/29/2026

When deciding where to live, income tax savings are just part of the equation. Housing, everyday expenses, and other levies determine your true cost.

05/28/2026

Millionaire status is rising, but most are older. Here are strategies younger Americans may consider when building weal...
05/27/2026

Millionaire status is rising, but most are older. Here are strategies younger Americans may consider when building wealth.

Millionaire status is rising, but most are older. Here’s how younger Americans can build wealth.

Here’s an overview of what your first meeting with a Financial Advisor might look like, six questions to ask – and four ...
05/26/2026

Here’s an overview of what your first meeting with a Financial Advisor might look like, six questions to ask – and four red flags.

Expect​ a good advisor to spend most of the first meeting asking about your goals, risk tolerance, family, investments, charitable giving and ground rules.

Honoring the brave men and women who gave everything for our freedom. This Memorial Day, we remember their sacrifice and...
05/25/2026

Honoring the brave men and women who gave everything for our freedom.
This Memorial Day, we remember their sacrifice and express our deepest gratitude.

Slow and steady still makes a big impact.This World Turtle Day, let’s protect these incredible creatures and the oceans ...
05/23/2026

Slow and steady still makes a big impact.
This World Turtle Day, let’s protect these incredible creatures and the oceans they call home.

Address

3255 W. March Lane, Suite 300
Stockton, CA
95219

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 6pm
Wednesday 9am - 5pm
Thursday 9am - 7pm
Friday 9am - 3pm
Saturday 10am - 2pm

Telephone

+12099556212

Website

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