Jeff Carbone, CFP®, AIF®
Wealth Advisor, Private Wealth Group, Managing Partner
Jeff Carbone, a Founding and Managing Partner of Cornerstone Wealth, has worked in the financial service industry since 1991. He provides professional money management services as well as comprehensive financial planning strategies.
Jeff dedicates himself to provide uncompromised attention to detail as he reviews his client’s current financial situation, risk tolerance, and personal priorities. He believes successful investment management is achieved through a balanced focus of enhancing returns and managing risk while maintaining harmony between wealth preservation and portfolio growth.
Jeff began his financial career with American Express Financial Advisors. There he spent eight years as a senior financial advisor and district manager before moving to Prudential Securities. Jeff joined Andy Smith and Brian Needleman in 2001 to form the team that became Cornerstone Wealth.
Jeff is a member of the Financial Planning Association (FPA) and the prestigious Entrepreneur’s Organization (EO). As an ardent believer in making a lasting contribution to his community, he supports the Harrison Nichols Foundation, Special Olympics, Davidson Day School, Ada Jenkins Center, Hope House, and the Cornelius Animal Shelter.
Areas of Focus
Comprehensive Financial Planning
Budgeting/Cash Flow Analysis
Retirement Planning
Business Owner Strategies
Executive Benefits Consulting
Investment Management
Tax Reduction Strategies
Estate Planning
Wealth Transfer
Asset Protection
Risk Management
Education
St. John’s University, BS in Business Management
College for Financial Planning, Centennial, CO, CERTIFIED FINANCIAL PLANNER™ certification
Professional Credentials
CERTIFIED FINANCIAL PLANNER™ Practitioner
National Football League Players Association: NFLPA Registered Player Financial Advisor
Securities Exams Passed:
Series 7- General Securities Representative Exam
Series 9/10 – General Securities Sales Supervisor Exam
Series 65 – Uniform Investment Advisor Law Exam
Series 63 – The Uniform Securities Agent State Law Exam
Insurance Licenses:
Life, Accident, and Health
Long Term Care and Medicare Supplement