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Cornerstone Wealth Management
- Financial Services
- San Ramon, CA
About this business
Cornerstone helps families, business owners, and real estate investors strive to make better financial decisions on a range of financial matters. We became financial advisers to become the people we would hope to meet for help with our own important financial matters. Securities offered through LPL Financial, member SIPC. The registered representatives associated with this page may only discuss and/or transact business with residents of the following states: CA, CO, HI, MA, NV, OH, TX, NY, OR Third-party posts found on this ... read more
Location details
2400 Camino Ramon #175, Ste 175, San Ramon, CA, 94583, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I just completed a course with Rich Arzaga on Real Estate Investment. He was extremely knowledgeable and responsive. I learned more than I imagined I would in a short period of time. I highly recommend Rich as an instructor and as a CFP, especially for those interested in adding Real Estate to their portfolio! At least take his UC Extension class. Well worth the money and time!
I've had the pleasure of knowing Rich and his team for a couple years and the level of value they bring to their clients and the community is top notch.
I recently had the pleasure of participating in a course run by Rich focused on the real estate asset class, how it can be assessed from the viewpoint of a CFP, and related options available to clients and planners alike. It was clearly communicated, offered helpful tools to use in the future, and also provided introductions to experts in multiple areas crucial to having a chance of success with commercial real estate investment. Highly recommended.
Rich was a great instructor and gave a great overview of the industry. He punctuated lectures with lots of stories of his own experience and brought in great guest speakers to add color to key topics. It was a great overview of the potential for real estate investing both for my own investing and for me to consider while working with clients.
Rich Arzaga is a consummate professional with years of experience to draw upon when working with clients and as a teacher. His technical knowledge forms the bones of all interactions and his personal stories flesh out the details. He is incredibly generous with his time and energy in every interaction.
Frequently asked questions about Cornerstone Wealth Management
How is Cornerstone Wealth Management rated?
Cornerstone Wealth Management has a 4.7 star rating with 12 reviews.
When is Cornerstone Wealth Management open?
Cornerstone Wealth Management is closed now. It will open tomorrow at 9:00 a.m.
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