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MEET THE TEAM

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Our Team

Brings together years of unique and diverse education, experience, perspective and resources. Our concierge practice offers unparalleled service, because we know life does not only happen during regular business hours, so we are always available to our clients on your schedule to answer your questions and meet your needs.

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Rebecca Cardozo-Pfeiffer and Kevin C. Wilson are Financial Planners with, and offer securities and investment advisory services through, LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC and affiliates of LPL Financial. LPLE AND LPL are not affiliated with Cornerstone Financial Strategies Group.
 

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Email

Primary Headquarters

10000 W. Innovation Drive #190

Wauwatosa, Wisconsin 553226

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Cornerstone Financial Strategies Group is not an affiliate of the Prudential Insurance Company of America and its affiliates, including Pruco.  We may offer non-prudential products and services.
1-800-778-2255.

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