Cornerstone Wealth Management

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.
Oct 4th, 2020

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!
Aug 7th, 2020

My experience with Rich Arzaga, Dave Winkler and Michelle Chen has been amazing, and rewarding. I spent years working with the top financial firms and not always satisfied. This team truly understands financial planning and my goals and aspirations. Their process is rigorous and includes financial risk tolerance, goal sharing and direct discussions regarding joint expectations. Very impressed and satisfied.
Jun 23rd, 2020

My experience with Rich has been stellar. He is always available for questions. He's communicative, intelligent and insightful. He always makes us feel like our meeting is the most important meeting of his day. He's also a warm human being. Five stars is not enough!
May 20th, 2020

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.
Apr 3rd, 2020