Connect with Jeff Carbone

Jeff Carbone, a Founding and Managing Partner of Cornerstone Wealth, has been working in the financial service industry since 1991. He provides professional money management services as well as comprehensive financial planning strategies.

Jeff is dedicated to providing uncompromised attention to detail as he reviews his client’s current financial situation, risk tolerance, and personal priorities. He believes successful investment management is achieved through a balanced focus of enhancing returns and managing risk while maintaining harmony between wealth preservation and portfolio growth.

Jeff began his financial career with American Express Financial Advisors. There he spent eight years as a senior financial advisor and district manager before moving to Prudential Securities. Jeff joined Andy Smith and Brian Needleman in 2001 to form Cornerstone Wealth.

Jeff is a member of the Financial Planning Association (FPA) and the prestigious Entrepreneur’s Organization (EO). As an ardent believer in making a lasting contribution to his community, he supports the Harrison Nichols Foundation, Special Olympics, Davidson Day School, Ada Jenkins Center, Hope House, and the Cornelius Animal Shelter.

Areas of Focus

Comprehensive Financial Planning

Budgeting/Cash Flow Analysis

Retirement Planning

Business Owner Strategies

Executive Benefits Consulting

Investment Management

Tax Reduction Strategies

Estate Planning

Wealth Transfer

Asset Protection

Risk Management

Education

St. John’s University
BS in Business Management

College for Financial Planning, Centennial, CO
Certified Financial Planner™ Program

Professional Credentials

CERTIFIED FINANCIAL PLANNER™ Practitioner
Certified Financial Planner Board of Standards, Inc.

National Football League Players Association
NFLPA Registered Player Financial Advisor

Securities Exams Passed:
Series 7- General Securities Representative Exam
Series 9/10 – General Securities Sales Supervisor Exam
Series 65 – Uniform Investment Advisor Law Exam
Series 63 – The Uniform Securities Agent State Law Exam

Insurance Licenses:
Life, Accident, and Health
Long Term Care and Medicare Supplement