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Cornerstone Investment Consulting
Bryan Pepper, Financial Advisor
Irvine, CA - Orange County
Comprehensive financial services - Contact Cornerstone Investment Consulting
- Specialties
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- 401(k) rollovers, alternative investments, education planning, insurance, investment and asset management and retirement income planning
- Unique Services
- Privacy Policy
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- Your information is confidential and will not be shared with anyone. Read more
- Neither your contact information nor your financial information will be shared with anyone else, including individuals affiliated with the advisors, as well as any organizations associated with the advisor. Your information will neither be sold nor rented. You can opt out of educational emails at any time.
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About Cornerstone Investment Consulting
Bryan Pepper provides clients financial solutions based upon a solid foundation of trust.
Through his firm, Cornerstone Investment Consulting, Bryan provides clients with a personalized, needs-based financial roadmap that is built around their personal circumstances, goals and dreams. Bryan's primary goal is to understand the specific situation and needs of each client and then create a plan that will help guide Bryan's clients towards their financial goals.
As a financial consultant, Bryan creates comprehensive plans to help clients achieve their goals. Part of the process is also educating clients on the decisions that go in to making these plans, why exactly they are being made, and some of the possible circumstances that their decisions may have.
In particular, Bryan specializes in using alternative investments, as well as traditional investment and asset management strategies used for retirement planning. Bryan can apply this additional expertise and knowledge in these fields to tailor financial plans to better serve clients as they plan for different stages of their lives.
The needs and interests of Bryan's clients will always come first. In addition, three things that are very important to Bryan with regards to financial planning are sufficient retirement income, alternative sources of income, disciplined investment management.
Experience
I began my career as a Financial Advisor in 2005 because I wanted to leverage my engineering background solving problems, to help people with what I consider one of the most important tasks we have--managing money. Earlier in my career, I was fortunate enough to find myself in a position of significant weath as a result of employee stock options. Seemingly overnight I was faced with the daunting task of making sure I didn?t waste this opportunity by not focusing on a sound financial plan. After finding a financial advisor who helped me, I realized that I wanted to be in a position where I could help others manage their financial future. I lformed Cornerstone Investment Consulting in 2009 to pursue my dream of helping others create sound financial plans to reach their financial goals. How can I help you?
Websites
Education
1987-1992
University of California, San Diego
B.S. Mechanical Engineering with minors in Economics and Photography
Unique Services Offered by Cornerstone Investment Consulting
Cornerstone Investment Consulting specializes in providing the following services:- Goals-Based Investment Management
ABOUT THIS SERVICE At Cornerstone Investment Consulting, while we believe that one key to successful investment management is to determine the right asset allocation for a client's portfolio, we also believe in tying asset allocations to particular financial goals.
For example, you might be interested in saving money to pay for your child's college education and purchase a new home and saving for retirement. All three are important financial goals, but since they won't necessarily happen at the same time, different asset allocations might be more appropriate for each separate goal.
The way we manage money at Cornerstone Investment Consulting, we help you tie your specific financial goals to specific investment portfolios. That way we can better manage your progress towards reaching your goals and make changes along the way as your needs and goals change.
It's just one of the unique services that comes from a relationship built upon a solid foundation of trust at Cornerstone Investment Consulting.
Contact Cornerstone Investment Consulting to learn more
- Access to Alternative Investments
ABOUT THIS SERVICE At Cornerstone Investment Consulting, while we believe that one key to successful investment management is to diversify investment portfolios using a wide variety of non-correlating investments.
It used to be that if you owned a portfolio containing a mixture of stocks and bonds when the stock market when up your bonds may lose some value. Conversely when the stock market dropped, bonds gained in value. While historically this may still be true, in recent market history this hasn't necessarily been the case.
Using alternative investments that aren't tied to, or traded on, the stock market can help reduce overall portfolio volatility without sacrificing performance.
There are a wide variety of alternative investments to choose from and not all are right for everyone. That's what we take the time to get to know you and work with you to select investments that are appropriate for your particular financial goals.
It's just one of the unique services that comes from a relationship built upon a solid foundation of trust at Cornerstone Investment Consulting.
Contact Cornerstone Investment Consulting to learn more
- Retirement Income Planning
ABOUT THIS SERVICE At Cornerstone Investment Consulting, while we believe that living in retirement is much different than saving for retirement.
Whether you?re already retired, or can see it coming just around the corner, the approach you take in managing your nest egg can have significant implications on your ability to live comfortably and enjoy life after a career.
Strategies like dollar cost averaging and asset allocation are widely used when saving for retirement, but do they work equally as well when it comes to consuming your savings while in retirement?
We offer a variety of approaches designed to help ensure your investment portfolio is managed to last as long as you need it to. And at Cornerstone Investment Consulting, we take the time to get to know you and work with you to select investment solutions that are appropriate for your particular financial goals.
It's just one of the unique services that comes from a relationship built upon a solid foundation of trust at Cornerstone Investment Consulting.
Contact Cornerstone Investment Consulting to learn more
Related Terms: sufficient retirement income, alternative sources of income, disciplined investment management
Cornerstone Investment Consulting
95 Canopy
Irvine, CA 92603
949-333-4650
bryan@cornerstoneic.com
Contact Cornerstone Investment Consulting
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