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Mitchell Raymond Owen

Cornerstone Planning Group

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About Mitchell Raymond Owen

Mitchell Owen is a financial advisor with Cornerstone Planning Group, LLC. Mitchell is a Certified Financial Planner® professional with over 20 years of experience in the financial services industry. Mitchell has worked in Wyncote, Pennsylvania since 1999, starting with NYLIFE SECURITIES LLC and then founding Owen Wealth & Retirement Strategies. Mitchell specializes in providing financial planning, portfolio management for individuals, pension consulting and educational seminars. Mitchell is also a board member of the Easternern Montgomery County Chamber of Commerce.

Firm Information

Mitchell Owen 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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Mitchell Owen’s Registration & Firm History

PA

07/20/2020 - Present

Cornerstone Planning Group (Wyncote PA)

PA

07/22/1999 - 08/07/2020

NYLIFE SECURITIES LLC (WYNCOTE PA)

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Licenses & Designations

IA

Issued 04/24/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/13/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/05/2011

Series 7 - General Securities Representative Examination

BC

Issued 07/21/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Mitchell Raymond Owen. Review regulatory record here.
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