Who we help:
Advocate for affluent families and owners of small and closely-held businesses. Strategies have been featured in numerous national books and magazines, and other forums like the Commonwealth Club of California. Prior to financial planning, served in senior-level leadership positions for 18 years for a cross section of entrepreneurial, high-growth, and Fortune 500 companies.
Comprehensive, holistic approach to financial independence, traditional and alternative investments, charitable giving, risk management, real estate investing, tax reduction strategies, estate and wealth preservation, business succession and continuity, key-executive compensation and benefit, and deferred compensation.
CA insurance license 0D92796. Rich Arzaga is a Registered Representatives with, and securities are offered through LPL Financial Member FINRA / SIPC. For a list of states which I am registered to do business, please visit cornerstonewmi.com.