Cornerstone Financial Partners

Specialties

I’m an independent financial services agent who specializes in helping families protect their assets and more importantly their loved ones. Life insurance, Disability Insurance and Annuities have several uses and features that many people aren’t aware of; however, I make them easier to understand and implement.

With my independent status, I don’t work for any one insurance company; I work for my clients. This allows me the flexibility to find the best fit for their unique situation.

Specific Products and Services:

— Permanent Life Insurance (Whole Life, Index Universal Life and Universal Life)

— Term Insurance

— Disability Insurance (Income Replacement Coverage)

— Annuities (Fixed Index Annuities)

— Social Security Planning

— Retirement Income Planning and Strategies

History

Established in 2011.

After working out of an office in San Jose for nearly three years, I decided to open a site closer to my Dublin home. With the help of my partner and mentor, Chris Bulman, I opened the Pleasanton Cornerstone Financial Partners office in April of 2014.

Meet the Business Owner

Scott V.

Business Owner

I grew up in Michigan and graduated from Central Michigan University. After getting my start in the Financial Services industry in February of 2009, my wife and I moved to the Bay Area in the Fall of 2011. I enjoy working with families and small business owners as I help them solidify protection for their money and their families. I work with clients from the Bay Area all the way to Roseville. However, I have clients in nine different states, so geography isn’t a problem. I offer FREE consultations so we can determine your exact needs and how we can meet them. My independent status allows me the flexibility to find the best fit for my clients without being bound to any particular insurance company. This ensures that I work FOR my clients, not for an insurance company. I also pride myself in my accessibility and customer service. I look forward to talking with YOU soon!