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Whitney P

Series 66, Series 65

Denver, CO

Cornerstone Wealth

Whitney Pappas is a financial advisor at Cornerstone Wealth with 14 years of industry experience. She holds the Series 65 and Series 66 designations. Her prior experience includes a decade at Personal Capital Advisors Corporation and roles at Empower Advisory Group and Compound Planning. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, estates, employer retirement plans, other advisers, and corporate entities. The firm provides portfolio management and financial planning using model portfolios composed of ETFs, mutual funds, stocks, and bonds, with investment decisions guided by a dedicated committee.

Annuities College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Private / alternative investments Founder/Business Owner Executive
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