Advisors at this firm
Lucinda S
CFP®, ChFC®, Series 63, Series 65
Aiken, SC
Cornerstone Wealth Advisors, Inc.
Lucinda Salinas is a CFP® and ChFC® with 35 years of industry experience, currently serving at Cornerstone Wealth Advisors, Inc. since 2017. Her prior experience includes six years at Merrill Lynch and work as an independent insurance agent. She is an officer of the Women Business Institute, a nonprofit focused on fundraising to support education programs for women business professionals. Cornerstone Wealth Advisors provides financial planning, discretionary investment management, and ERISA retirement-plan services to individuals, trusts, estates, charitable organizations, and government clients. The firm manages approximately $143 million, offering portfolio management through proprietary models and custom portfolios with an emphasis on fundamental investment analysis and client-specific asset allocation.
Denise B
Series 65
Carlsbad, CA
Cornerstone Wealth Advisors, Inc.
Denise Barrett is a financial advisor at Cornerstone Wealth Advisors, Inc. with 11 years of industry experience. She holds a Series 65 credential and is the founder and president of Barrett Solutions Inc., a bookkeeping and payroll services business. Additionally, she serves as Owner and CEO of Cornerstone Family Office, Inc., which provides family business management services. Cornerstone Wealth Advisors, Inc. offers financial planning, discretionary investment management, and ERISA retirement-plan services to a diverse client base including individuals, trusts, charitable organizations, and government clients. The firm manages approximately $143 million using a combination of proprietary model portfolios and custom strategies, with an investment approach focused on fundamental analysis, ongoing monitoring, and client-specific asset allocation.
Michael S
CFP®, Series 66
Carlsbad, CA
Cornerstone Wealth Advisors, Inc.
Michael Sellman is a CFP® professional with 18 years of experience, currently serving as an advisor at Cornerstone Wealth Advisors, Inc. in Carlsbad, CA. He has worked at Cornerstone Wealth Advisors since 2010 and has also been an independent insurance agent since 2015. Cornerstone Wealth Advisors provides financial planning, discretionary investment management, and ERISA retirement-plan services to a range of clients, including individuals, trusts, estates, charitable organizations, and governmental entities. The firm manages approximately $143 million and offers both proprietary and custom portfolios, emphasizing fundamental investment analysis and client-specific asset allocation.
Cameron Z
Series 65
Carlsbad, CA
Cornerstone Wealth Advisors, Inc.
Cameron Ziegler is a financial advisor at Cornerstone Wealth Advisors, Inc. in Carlsbad, CA, holding a Series 65 credential with seven years of industry experience. He co-founded Outback Bones, an online pet retailer, and owns CJZ LLC, a supply chain consulting business. Cornerstone Wealth Advisors provides financial planning, discretionary investment management, and ERISA retirement-plan services to individuals, trusts, estates, charitable organizations, and government clients. The firm manages approximately $143 million for about 150 clients, using both proprietary model portfolios and custom investment solutions with a focus on fundamental analysis and client-specific asset allocation.
