Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leena? Claim Your ProfileLeena Faiz is a registered investment advisor representative with Cornerstone Wealth Advisors, Inc. Leena has been in the industry since July 2010. Leena is registered to provide investment advice in California. Cornerstone Wealth Advisors, Inc. provides investment advisory services to individuals, charitable organizations, pension and profit-sharing plans, and corporations. They manage approximately $110,200,000 in assets. Leena has specialized in providing advice on portfolio management for individuals and businesses. Leena is also a shareholder, officer, and owner of Prestige Accounting Solutions Inc. and SF Bay Tax Solutions, both of which provide accounting and taxation services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
08/02/2022 - Present
Cornerstone Wealth Advisors, Inc. (DUBLIN CA)
Active
Inactive
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