Alexa Sider Pao
Investment adviser representative at Cornerstone Planning Group
15 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
15 years in the industry.
- Cornerstone Planning Group, IncJul 2026 to now
- Paoerhouse Financial Group LLC d/b/a Paoerhouse Financial GroupFeb 2019 to now
- Island Wealth Strategies and Insurance Solutions LLCJan 2024 to Mar 2026
- P2 Partners Insurance & Financial Services LLCMar 2021 to Mar 2022
- Eagle Strategies LLCAug 2014 to Jul 2026
- Nylife Securities LLCJan 2012 to Jul 2026
- New York Life Insurance CompanySep 2011 to Jul 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 5675301
- Firm CRD
- 307189