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Cornerstone Christian Wealth Management

EST. AUM
$500,000,000

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CLIENT ACCOUNTS

Firm Details

Metro area Los Angeles
CRD Number
Website cornerstonecwm.com
Client types

Overview

Cornerstone Christian Wealth Management is an independent wealth management and financial planning firm headquartered in Redlands, California. The firm provides investment management, retirement planning, estate and tax planning, risk management, and portfolio advisory services guided by a Christian worldview. It works with individuals, families, business owners, and retirees to develop personalized financial strategies aligned with their goals and risk tolerance. The firm also offers specialized services including charitable giving, federal employee benefits guidance, and special needs trust planning. Founded by Phillip Naman in 2019, the practice emphasizes long-term client relationships and fiduciary-style financial guidance.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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