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WITH INTEGRITY AND PASSION, OUR MISSION IS TO TRANSLATE

EVERY CLIENT'S GOALS AND DREAMS

INTO A MASTER PLAN FOR THE REST OF THEIR LIVES

over 100 years of

COMBINED EXPERIENCE

we have the wisdom you need

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S A N   D I E G O   C O U N T Y

1808 Aston Avenue, Suite 150

Carlsbad, CA 92008

T :  7 6 0 - 4 7 6 - 1 3 7 6

F :  7 6 0 - 4 7 6 - 2 7 1 8 

infosd@cwainvestors.com

O R A N G E   C O U N T Y

34155 Pacific Coast Highway, Suite 101
Dana Point, CA 92629

T :  9 4 9 - 2 4 0 - 4 4 1 1

F :  9 4 9 - 3 6 6 - 0 9 0 3

infooc@cwainvestors.com

Securities offered through Gradient Securities, LLC (Arden Hills, MN 866-991-1539).   Member FINRA/SIPC.  Investment advisory services offered through Cornerstone Wealth Advisors, Inc., a California and Texas Registered Investment Advisor. Gradient Securities, LLC and its representatives do not render tax, legal, or accounting advice.  Insurance products and services are offered through Michael Sellman, Independent Agent.  California Insurance License number 0G40881.  Cornerstone Wealth Advisors, Inc. is not affiliated with Gradient Securities, LLC. Gradient Securities, LLC and Cornerstone Wealth Advisors, Inc. are not affiliated with the Social Security Administration or any government agency. The presence of this website shall in no way be construed or interpreted as a solicitation to sell any products or services to any residents of any state other than where legally permitted. Check the background of this investment professional on FINRA's BrokerCheck ».

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