CORNERSTONE WEALTH MANAGEMENT GROUP - Key Persons

Corey Beucus - Founder, President

Job Titles:
  • Founder
  • President
  • Registered Principal
Corey Beucus is President and founder of Cornerstone Wealth Management Group, serving Burlingame, CA, and Bend, OR. He provides comprehensive financial planning and investment advisory services to affluent individuals and families, executives and business owners. In his practice, Corey personally devotes his time and expertise to his clients and tailors every retirement and investment strategy for each client. Corey currently holds Series 6,7, 24 and 63 registrations with LPL Financial. Corey is an Investment Advisor Representative through LPL Financial, Member FINRA/SIPC and a Licensed Insurance Consultant with over 30 years of experience in the investment industry. During those 30 years Corey was awarded the distinction of Highest Ranked Financial Advisor, based on production, with Bay View Bank (1999-2002), served on Bay View Bank's Investment Advisory Council and achieved President's Club based on production Status with US Bancorp for 7 consecutive years before advancing to establish his own practice. Corey helps clients answer the following questions…