Certified Financial Planner

Certified Financial Planner from Cornerstone Wealth Management, LLC - Robert J. Dussi, CFP, CLU

By: Cornerstone Wealth Management, LLC - Robert J. Dussi, CFP, CLU  10/27/2015
Keywords: Financial Analysis, Wealth Preservation, Wealth Planning

Robert J. Dussi, CFP, CLU, Financial Consultant - Certified Financial Planner - 18+ Years of Experience as a Financial Consultant in Arizona - FINRA Series 7 & 63 Securities Licenses - Life, Health and Disability Insurance License Cornerstone Wealth Management, LLC 2812 N. Norwalk, Bldg. 9, Ste. 118 Mesa, AZ 85215 Office: (480) 718-5724 Fax: (480) 718-5746 Email: [email protected] *Securities offered through LPL Financial, Member FINRA/SIPC

Keywords: Cash Flow Management, Charitable Trusts, Divorce Planning, Family Wealth Planning, Financial Adviser, Financial Analysis, Financial Guidance, Financial Institution Support Services, Financial News, Financial Services Company, Financial Services Institution, Government Securities, income planning, INDEPENDENT ADVISER, Independent Financial Adviser, Independent Financial Advisor, Independent Financial Advisors, Independent Financial Guidance, Investment Advisory Services, Investment And Financial, Investment Practices, Investment Professionals, Leading Financial Services Company, Market Commentary And Research, Non-qualified Retirement Plans, Portfolio Planning, Presentations And Webcasts, Profit Sharing Plans, Qualified Retirement Plans, Real Estate Mutual Funds, Retirement Planner, Short Term Planning, treasury bonds, Trust Planning, Wealth Planning, Wealth Preservation

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10/30/2015

Products & Services:

Products and Services Offered: Stocks, Bonds and Mutual Fund Portfolios, Managed Advisory Portfolios, Fixed, Variable and Indexed Annuities, Traditional Roth IRAs, Small Business Retirement Plans: 401(k), SEP and Simple IRAs, Life Insurance and Annuity Reviews, Retirement Income Planning, Estate and Wealth Transfer Planning, College Savings Planning, Long Term Care Insurance Analysis, Rollovers: 401(k), 403(b) and Pension