CORNERSTONE FINANCIAL PLANNERS, INC.
TRINITY, FLORIDA

Cornerstone Financial Planners, Inc. is a Florida-based financial planning firm established on January 28, 2003, with its business operations headquartered at 4625 Little Road, Trinity, FL, 34655. The company falls under the category of Foreign Profit Corporation (DOMP) as per Florida's state records and holds filing number P03000010982. The organization is managed by a team that includes Charles F. Walker serving as President and Chase F. Walker acting as Vice President. Cornerstone Financial Planners offers comprehensive financial advisory services and operates under licenses provided through Investacorp, Inc., which ensures its compliance with the regulations set by FINRA (Financial Industry Regulatory Authority) and SIPC (Securities Investor Protection Corporation). Potential clients should note that state-specific registration is necessary for certain associates to transact business outside their licensed states. Maintaining transparency and regulatory adherence, Cornerstone Financial Planners emphasizes the necessity for clients to seek personalized legal or tax advice from certified professionals. The firm also clarifies that its materials, developed through FMG Suite, aim to inform on financial topics of interest rather than offer legal or solicitation services regarding securities. For more detailed information about their offerings and corporate history, including recent annual reports such as the one filed on February 12, 2024, stakeholders are encouraged to visit their website at cornerstonefinancialplanners.com. They can also connect via multiple phone lines for inquiries related to various locations.