Corey Beucus is President and founder of Cornerstone Wealth Management Group, serving Burlingame, CA, and Bend, OR. He provides comprehensive financial planning and investment advisory services to affluent individuals and families, executives and business owners. In his practice, Corey personally devotes his time and expertise to his clients and tailors every retirement and investment strategy for each client. Corey currently holds Series 6,7, 24 and 63 registrations with LPL Financial. Corey is an Investment Advisor Representative through LPL Financial, Member FINRA/SIPC and a Licensed Insurance Consultant with over 30 years of experience in the investment industry. During those 30 years Corey was awarded the distinction of Highest Ranked Financial Advisor, based on production, with Bay View Bank (1999-2002), served on Bay View Bank’s Investment Advisory Council and achieved President’s Club based on production Status with US Bancorp for 7 consecutive years before advancing to establish his own practice.
Corey helps clients answer the following questions…
- Can I retire? If so, how? What is the best way for me to distribute my assets to fund my retirement?
- Am I being adequately compensated for the level of risk I am currently taking with my investments?
- Will my assets transfer to whom I want, when I want and in the manner that I want, with the least amount of taxes?
- Do I have the proper insurance(s) in place to take care of my family should something happen to me? Death? Disability? Long Term Care? Is it structured properly?
- Are my finances in order? If so, is it the best plan it can be to fit my family’s objectives?
Rankings based on total revenue within Bay View Bank and US Bancorp.