Robert J Dussi, CFP, CLU

Specialties

Certified Financial Planner, 18+ Years Experience as a Financial Consultant in AZ, FINRA Series 7 & 63 Securities Licenses, Life, Health & Disability Insurance License

Accumulation, Preservation and Distribution Strategies

Design and implement investment, retirement and estate planning strategies, Apply diversified asset allocation approach to investment portfolios designed with an aim to reduce risk over the long term, Customize advisory portfolios using stocks, bonds, ETF’s, alternate investments and mutual funds, Position assets and structure account ownership for the most tax-​efficient transfer to heirs, Design life insurance programs for family protection, estate liquidity and tax-​free death benefits to heirs

Investing involved risk including loss of principal. No strategy, including asset allocation, assures success or protects against loss.

Securities offered through LPL Financial, Member FINRA/​SIPC

History

Established in 2005.

Cornerstone Wealth Management, LLC is a comprehensive investment advisory firm dedicated to making a positive financial difference for families and individuals. Since the firm’s founding in 2005 by Joe Keifer and Greg Shoemaker, CWM has grown to become a «large enterprise”*, one of approximately 35 firms on the LPL platform (as of 2015). Though the firm is headquartered in St. Louis, MO, additional offices are located in AZ, CA, CO, GA, IL, MD, MN, TN, TX, VA, and WA.

With the backing of LPL Financial, CWM allows its advisors to offer their clients objective, conflict-​free advice. Every advisor within CWM prides themself on keeping their clients focused on where they want to go, advising them on how to potenitally get there and reminding them of the importance of maintaining a disciplined approach when pursuing their goals.

At CWM, the advisor’s ultimate responsibility is serving their clients. By developing an understanding of what their client needs and wants, advisors are able to

Meet the Business Owner

Robert D.

Business Owner

Robert J. Dussi, CFP, CLU

Financial Consultant

* Certified Financial Planner

* 18+ Years Experience as a Financial Consultant in AZ

* FINRA Series 7 & 63 Securities Licenses

* Life, Health & Disability Insurance License