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.

Estate tax and inheritance tax are both often referred to as "death taxes," but they aren’t the same when it comes down ...
09/02/2026

Estate tax and inheritance tax are both often referred to as "death taxes," but they aren’t the same when it comes down to who pays.

09/01/2026

September is National Life Insurance Month — a reminder that real love isn’t only spoken, it’s shown. Because, as this video shows, life insurance is one of the most meaningful ways to ensure your family is cared for — today, tomorrow, and for generations to come. Let’s talk about how you can protect the ones you love.

While many people understand that Whole Life offers both death benefit protection and cash value growth, they don't unde...
08/31/2026

While many people understand that Whole Life offers both death benefit protection and cash value growth, they don't understand its full potential as an asset within a larger portfolio. Get Whole Life's whole picture in this article. https://bit.ly/4xFITan

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
08/29/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

What's the best piece of information about money you wish someone had shared with you after graduating from college or h...
08/28/2026

What's the best piece of information about money you wish someone had shared with you after graduating from college or high school?

What’s the best piece of advice about money you wish someone had shared with you after graduating from college or high school? That’s the essential question I put to a diverse group of financial experts and financial education advocates – asking them to pass along their answers to this spring....

08/27/2026

Today, we celebrate Women's Equality Day and honor the generations of women who have broken barriers, created opportunit...
08/26/2026

Today, we celebrate Women's Equality Day and honor the generations of women who have broken barriers, created opportunities, and inspired lasting change. Equality is about more than opportunity; it's about empowering women to lead, build, and create the futures they envision for themselves and their families. Here's to celebrating progress, continuing the conversation, and working toward a future where every woman has the opportunity to thrive.

Some may sound like myths, but these unique tax write-offs can be approved under strict IRS medical guidelines — provide...
08/26/2026

Some may sound like myths, but these unique tax write-offs can be approved under strict IRS medical guidelines — provided you have the right paperwork.

How do your emergency savings stack up? Learn about the median emergency savings by age in 2026 from the Fed’s latest su...
08/25/2026

How do your emergency savings stack up? Learn about the median emergency savings by age in 2026 from the Fed’s latest survey.

How do your emergency savings stack up? Discover the median emergency savings by age in 2026, analyze structural saving gaps, and see if you are prepared.

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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