Kevin Arruda, CFP®, CFA Cornerstone Financial Management LLC

Contact this advisor

About Kevin Arruda, CFP®, CFA, CKA

As you journey through life, financial decisions become more complex, and hard to navigate alone. We partner with you to create a financial plan and investment strategy that gives you clarity, confidence, and financial peace.

Contact this advisor

Ideal Clients

  • Baby Boomers
  • Charitable Giving
  • Christian Business Owners
  • Christian Faith Based

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $416+/mo
  • Quarterly Fee: $1250+/qtr
  • Flat Fee: $5000+/engagement
  • Assets Under Management: 1.00%

SEC Records

Loading...