Andrea Pine, AIF®
Retirement Plan Advisor
With over 20 years of experience in financial services, I’ve dedicated my career to helping individuals and businesses navigate their financial goals with confidence. After beginning in mortgage and real estate, I transitioned to personal and business investments in 2000 and held leadership roles as an Institutional Services Manager and Operations Manager for Alaska USA Trust Company, where I gained invaluable expertise.
Since joining Cornerstone Wealth Group in 2013, I’ve focused on managing the day-to-day needs of retirement plan clients and participants. I work closely with plan sponsors, recordkeepers, and third-party administrators, ensuring seamless coordination and support for Cornerstone Advisors overseeing retirement plans. My priority is to create a streamlined experience for our clients, helping them build secure futures.
Outside of work, I enjoy life in North Carolina, where I’ve lived since 2006, and value time spent with family and in my community. My career has been defined by a commitment to excellence and fostering relationships, and I’m proud to bring that dedication to our clients every day.
Professional Credentials
Securities Exams Passed:
Series 7- General Securities Representative Exam
Series 63 – Uniform Securities Agent State Law Exam
Series 65 – Investment Advisers Law Exam
Office Location