Our Qualifications

At Cornerstone Financial, we have been dedicated to guiding individuals and businesses through every stage of their financial journey for decades.

Our firm's foundation is built on deep institutional expertise. Both Alberto and Jack began their financial careers on Wall Street, bringing sophisticated market experience to our local practice. Alberto is a Certified Financial Planner (CFP®) and an experienced professional trader holding both the Series 55 and Series 57 licenses, ensuring your wealth strategy is backed by an advanced, technical understanding of market mechanics and trade execution. Jack serves as a Series 24 General Securities Principal, overseeing our commitment to strict regulatory standards and operational excellence.

We believe in building lasting relationships rooted in collaboration. One of the greatest benefits of working with our team is our ability to break down complex financial concepts into clear, easily understood strategies. Together, we will build a personalized roadmap tailored to your specific goals, risk tolerance, and timeline—giving you a clear path toward a more secure financial future.