Cornerstone Team

515 Marin Street, Suite 320

Thousand Oaks,

CA

91360

Cornerstone Team

About the Cornerstone Team

At the Cornerstone Team, we help our clients connect three of the most important areas of their lives: Your Values, Life Satisfaction, and Financial Acuity.

Your Values: Be it your family, friends, community, or a charity that’s close to your heart, your values form the foundation of your comprehensive plan.

Life Satisfaction: Your best life is within reach. The activities that bring you satisfaction and happiness every day are a key aspect of our planning.

Financial Acuity: This is where we come in. Our goal is to help you have the financial means to support what matters the most to you.

Reach out today to schedule a complimentary meeting with one of our advisors.

Wealth Enhancement Group Welcomes Cornerstone Financial Advocates

By partnering with Wealth Enhancement, this team will be able to leverage our strengths and comprehensive service offerings so they can spend more time with their clients. With similar philosophies and values, this partnership strengthens our capabilities, deepens our resources, and improves our ability to serve our clients well for years to come.

Resources from our team

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Team locations

Thousand Oaks, CA
515 Marin Street, Suite 320, Thousand Oaks, California, 91360

Your complimentary consultation

During your no-obligation meeting, you will:

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Get a second opinion on your financial situation

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Be matched with a Wealth Enhancement advisor

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Begin crafting a comprehensive financial plan

Already a client of Wealth Enhancement? Schedule your consultation in your client portal.

Meet with an advisor

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By providing your number, you consent to receive phone calls and text messages, including information, appointment confirmation and reminder, and service communications. Consenting to calls and texts is not required to receive any service. To opt out from texts, reply STOP. Message & data rates apply.

Barron’s - Top Mega RIA Firms 2024

Forbes - Top RIA Firms 2024

USA Today - Best Financial Advisory Firms 2025

CERTIFIED FINANCIAL PLANNERS (CFP®)

CERTIFIED PUBLIC ACCOUNTANTS (CPA)

JURIS DOCTOR (JD)

LOCAL OFFICES

USA Today: Awarded 4/23/25 for the five-year period ending January 2025. Barron’s: Awarded 9/16/24 for the period of 6/30/23 - 6/30/24. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24.