Cornerstone Wealth Management Group

Bleeck Financial Management Inc. is an independent advisory firm located in Burlingame, CA, dedicated to helping clients achieve their financial goals without the conflicts of interest commonly found in larger Wall Street firms. With a focus on high-net-worth individuals, the firm offers personalized service, ensuring that each client is treated as a valued partner rather than just another account number. As a boutique advisory, Bleeck Financial Management prides itself on its commitment to integrity and intelligent advice, allowing clients the freedom to receive tailored financial recommendations. The firm emphasizes the importance of excellent service and thorough research, ensuring that clients' investments are consistently monitored and managed effectively. Generated from the website

Clayton K. Shum CFP offers expert financial planning services and investment strategies tailored to help clients achieve their financial goals. With locations in California and a presence in New York, the firm emphasizes personalized advice and robust resources for its clients. Committed to a client-centered philosophy, Clayton K. Shum CFP navigates the complexities of financial planning and investment management. The firm is dedicated to fostering long-term relationships and empowering clients to make informed financial decisions. Generated from the website