Barjes Rainiero Angulo
Investment adviser representative at Cornerstone Planning Group
20 yearsExperience
2 statesRegistered in
$951.8MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
20 years in the industry.
- Cornerstone Planning GroupMay 2025 to now
- Cornerstone Financial Planning GroupJun 2022 to now
- Angulo Strategies LLCMar 2014 to now
- Eagle Strategies LLCJun 2012 to Jun 2022
- Nylife Securities LLCJul 2006 to Jun 2022
- New York Life Insurance CompanyJun 2006 to Jun 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2001
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (FL, NJ).
Cornerstone Planning Group
Legal name: Cornerstone Planning Group Inc.
$951.8MAssets managed
1,251Clients
23Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3228592
- Firm CRD
- 307189