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Our Firm Stephen Gordon, the Firm’s President, has spent over fifteen years as a financial advisor serving the Retirement & Financial planning needs for private clients and small businesses. Stephen holds his Bachelor of Arts Degree in Economics and finds his passion in hands on wealth and portfolio management. He has developed the firm’s proprietary tactical asset management strategies. Cornerstone Asset Management offers those solutions within our wealth management platforms. While second in importance to honesty and integrity, his credentials and experience are paramount to providing his clients confidence inspiring & value added financial advice, and wealth management solutions. Gregory R. Scharlach –
Financial Advisor Greg graduated from the University of Southern California in 1993 with a degree in Sports Information and began a Public Relations career with the Los Angeles Dodgers, Clippers, and the Rancho Cucamonga Quakes, before choosing the Financial Advisory profession in 1995.
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