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Cameron Joseph Ziegler

Cornerstone Wealth Advisors, Inc.

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About Cameron Joseph Ziegler

Cameron Ziegler is an Investment Advisor Representative with Cornerstone Wealth Advisors, Inc. in Carlsbad, CA. Cameron specializes in helping clients with financial planning, pension consulting, and portfolio management for both individuals and businesses. Cameron holds a Series 65 license.

Firm Information

Cameron Ziegler is currently registered with Cornerstone Wealth Advisors, Inc.. Cornerstone Wealth Advisors, Inc. is a registered investment advisor based in [Location not provided]. The firm manages approximately $110.2 million in assets for 350 clients. Their services include financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. They primarily serve high-net-worth individuals, corporations, and charitable organizations.

$110.20M

Assets Under Management

36

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Cameron Ziegler’s Registration & Firm History

CA

01/01/2025 - Present

Cornerstone Wealth Advisors, Inc. (CARLSBAD CA)

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Licenses & Designations

IA

Issued 11/20/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Cameron Joseph Ziegler.
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