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Michael Bozzone

Cornerstone Planning Group

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About Michael Bozzone

Michael Bozzone is a financial advisor registered with Cornerstone Planning Group. Michael has been in the financial services industry since 2006. Michael is a Certified Financial Planner (CFP) and a Chartered Financial Consultant (ChFC). Michael is currently registered with the state of New Jersey. Michael has been previously registered with NYLIFE SECURITIES LLC, CAREY FINANCIAL, LLC, HIGHTOWER SECURITIES, LLC, COHEN & STEERS SECURITIES, LLC, AMERIPRISE FINANCIAL SERVICES, INC., and STEPHEN M. FERRETTI, INC.

Firm Information

Michael Bozzone is currently registered with Cornerstone Planning Group. Cornerstone Planning Group, located in Fairfield, NJ, is an investment advisor that manages approximately $523,309,849 in assets for individuals, corporations, pension plans, and charitable organizations. The firm offers financial planning, portfolio management, pension consulting, and educational seminars.
Cornerstone Planning Group

350 PASSAIC AVENUE

FAIRFIELD, NJ 07004

$523.31M

Assets Under Management

10

Total Clients

15

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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Michael Bozzone’s Registration & Firm History

NJ

05/11/2020 - Present

Cornerstone Planning Group (FAIRFEILD NJ)

NJ

06/19/2015 - 05/12/2020

NYLIFE SECURITIES LLC (FAIRFIELD NJ)

NY

12/13/2010 - 04/08/2015

CAREY FINANCIAL, LLC (NEW YORK NY)

IL

03/05/2010 - 11/23/2010

HIGHTOWER SECURITIES, LLC (CHICAGO IL)

NY

01/22/2008 - 02/08/2010

COHEN & STEERS SECURITIES, LLC (NEW YORK NY)

NJ

06/28/2006 - 12/13/2007

AMERIPRISE FINANCIAL SERVICES, INC. (MATAWAN NJ)

NY

07/12/2004 - 08/16/2004

STEPHEN M. FERRETTI, INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 07/02/2015

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 08/29/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/27/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Bozzone.
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