- Certified Financial Planner (CFP)
Why choose this provider?
Cornerstone Financial, which was founded in 2016, serves residents in and around Yuba City. Its team of advisors works with clients to create a financial plan that is tailored to their specific needs, whether they are saving for college or managing debt. Clients who require assistance with investment selection, retirement planning, and financial portfolio monitoring are also catered to by the experts. Cornerstone Financial maintains a partnership with LPL Financial, an independent brokerage company with offices in Boston, San Diego, and Charlotte.