CORNERSTONE FP - Key Persons
In 1993, Brian joined the financial services profession as someone enthusiastic about the stock market. Years of experience later, he is passionate about helping people take complex ideas and turning them into understandable solutions for their own situations. Brian specializes in working with small business owners and families primarily in California and other surrounding states. He joined Lincoln Financial Advisors ("LFA") in 2015 and has been recognized by the LFA Orange County Regional Planning Office as their New Organization Planner of the Year* in 2016, 2017 and 2018. Brian also achieved the President's Cabinet** Award for LFA for 2019.
He earned a Bachelor of Science in Accounting from Arizona State University, completed course work at the College for Financial Planning, and is pursuing the Certified Financial Planner TM Professional certification from Kaplan Financial Education.
Brian, his wife Donna, and their teenage children (Elizabeth, David, Wyatt) love the outdoors, visiting with family/friends, and attending Church. When not meeting with clients, Brian can be found surfing, skiing, snowboarding, hiking, playing music and soccer with his kids. For fun, Brian and Donna have taken up ballroom dancing and kickboxing.
Mr. Jennings provides financial planning and wealth management services. He delivers comprehensive financial planning in the areas of investments, education planning, asset protection, tax planning, retirement planning, and estate planning. Mr. Jennings specializes in investment management services providing his clients professional advice in fixed income investments, stocks, ETF's, managed portfolios, mutual funds, annuities, limited partnerships, REIT's and other niche investments.
Job Titles:
- Founding Partner - Wealth Advisor
Founder and Partner of Cornerstone Financial Partners, David has been providing comprehensive financial planning services to successful individuals and families since 1998. His expertise extends into all facets of financial services with special emphasis on investment portfolio design, retirement income security, college funding and estate planning.
David is proud of building long-term multi-generational client relationships centered on a foundation of trust, integrity and accountability. He is passionate about helping clients create a customized vision toward the realization of each of their unique dreams and individual goals.
David holds the designations of Chartered Retirement Planning Counselor (CRPC) and Chartered Mutual Fund Counselor (CMFC) from the College of Financial Planning. David has been listed in Orange Coast Magazine as a Five Star Wealth Manager (2011-2015).* He is FINRA Series 7, 66 registered and California Department of Insurance licensed.
David is a graduate of the University of Redlands with a bachelor degree in Business Administration. He is an active member in his community volunteering time and treasure with Crean Lutheran High School in Irvine, CA. David resides in South Orange County and enjoys live music, sporting events and "adrenaline fueled travel" with his wife and three daughters.
Janette Pena provides administrative support for our team. She has been in the business financial industry since 2006. She worked for AXA for 13 years prior to joining our team. Janette was born and raised in Orange County. She...
Janette Pena provides administrative support for our team. She has been in the business financial industry since 2006. Prior to joining our team, she worked for AXA Equitable for 13 years. Janette was born and raised in Orange County. She attended Santa Ana College where she completed business courses and received her Associates of Science Degree.
As a practice manager, she oversees daily administrative operations. She is a dynamic problem solver with strong organizational, analytical, and follow through capabilities. With her many years of experience in the industry, she is dedicated and passionate about helping clients and meeting their needs.
Janette loves cooking and takes dance classes in her free time, but her greatest joy comes from spending time with her family and 2 children, Matthew and Mila.
Job Titles:
- Founding Partner - Wealth Advisor
Phong has served our clients unique financial needs as a dedicated financial planner since 1998. His expertise extends in all facets of financial services with special emphasis in financial plan design, retirement income security planning, estate planning, tax reduction strategies and insurance analysis.
Phong holds the certification of CERTIFIED FINANCIAL PLANNER™ Practitioner (CFP®) and the Chartered Retirement Planning Counselor (CRPC®) and Chartered Mutual Fund Counselor (CMFC) designations from the College of Financial Planning. He is a constant learner and always strives to be the best in advising and serving clients.
Phong graduated with honors from Case Western Reserve University in Cleveland, Ohio with both bachelor and master's degrees in Engineering. He also received his MBA from Rensselaer Polytechnic Institute in 1990. Phong is an active member of the Orange County Chapter of the FPA (Financial Planning Association) and is a volunteer with various youth groups. He enjoys volleyball, tennis, and skiing with his wife, daughter and son.