Matthew Jude Di francesco
Investment adviser representative at Cornerstone Planning Group
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- Cornerstone Planning GroupJun 2024 to now
- Cornerstone Financial Group, Inc,Jun 2024 to now
- Difrancesco Financial Concierge, LLCJan 2018 to now
- Summit Brokerage Services IncNov 2013 to Mar 2019
- Summit Financial GroupNov 2013 to Oct 2018
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 4991734
- Firm CRD
- 307189