CORNERSTONE FINANCIAL PLANNING, LLC of PORTSMOUTH, NH is an SEC-registered investment adviser (CRD 129656). Regulatory assets under management: $400.7M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Christina Clara Traurig | CHIEF COMPLIANCE OFFICER/MEMBER/PRINCIPAL | — |
| Mackenzie Holly Theodora Parsons | MEMBER/PRINCIPAL | — |
| VELIGOR SUSAN JELLIS | MEMBER/PRINCIPAL; PRINCIPAL | — |
| BOYNTON JILL BANGSER | CHIEF COMPLIANCE OFFICER; MEMBER/PRINCIPAL | — |
| BOYNTON JILL B | CHIEF COMPLIANCE OFFICER; MEMBER/PRINCIPAL; PRINCIPAL | — |
| TRAURIG CHRISTINA CLARA | CHIEF COMPLIANCE OFFICER/MEMBER/PRINCIPAL | — |
| ARSENAULT MACKENZIE | MEMBER/PRINCIPAL | — |