Michael Bozzone
Investment adviser representative at Cornerstone Planning Group
5 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$951.8MFirm assets
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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
5 years in the industry.
- Cornerstone Planning Group, LLCSep 2015 to now
- Eagle Strategies LLCJul 2015 to May 2020
- Nylife Securities LLCJun 2015 to May 2020
- New York Life Insurance CompanyMay 2015 to May 2020
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (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
- 4827739
- Firm CRD
- 307189