Financial Planning Residency

Connecting Real-Life Experience to Financial Planning Knowledge

In 2009, Cornerstone established our Financial Planning Residency to serve the dual purpose of preparing select graduates of CFP Board registered financial planning programs for careers as financial planning professionals and to meet the advisory needs of our firm. Our first Financial Planning Resident joined our firm in 2010, and her residency ended in 2014; our second Resident has been with us since 2013, and our third joined us in mid-2014. We anticipate offering at least five such three-year residencies this decade. Our program has been featured in several publications, including Financial PlanningFinancial Advisor and Investment News.

In this full-time, salaried position, our Residents gain experience in all areas of comprehensive financial planning and wealth management by working with our nationally-recognized team of CFP® professionals. Our inaugural Resident received three competitive offers to join established advisory firms in her chosen geographic location. At the conclusion of their residencies, each Resident will also be exceptionally well-qualified to either obtain an advisory career-track position with an established financial planning firm or to begin their own enterprise.