CORNERSTONE CAPITAL SYSTEMS

Firm Profile

FIRM PROFILE
Serving clients since 1995 with advanced tax planning and preparation balanced with comprehensive retirement choices. For “ baby boomers “ we deliver what is right for you, it takes one to know one.

KEY CONTACTS
George A. Egan, (510) 412-1040,
corcap1@pacbell.net
Renee Frakes, (510) 412-1040,
corcap2@pacbell.net
WEBSITE corcapsys.com

PRIMARY MARKET(S) SERVED
Small – ($1 million – $10 million)

OPTIONS AVAILABLE
• Other tools
• Participant advice/participant services
• Allows fiduciary declaration 3(21)/3(38)
• Custom risk based/target date models
3rd Party Clearing BD: N/A