3541 Old Conejo Road
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives.
Your Local Team
A Southern California native, Brian Padrick enjoyed growing up in the Conejo Valley and went to Oak Park High School. Although both his parents worked, they still struggled financially from time to time, and Brian’s father continued to work into his 70s instead of enjoying a comfortable retirement. When his father told Brian to save and invest to have an enjoyable life, he took the advice to heart and it shaped his future.
After graduating cum laude from UCLA in 1993, Brian quickly took an interest in investing. He interned at a stock trading firm in Beverly Hills and worked at two publicly owned companies. Then came an 8-year career at a private high technology company, including its successful IPO in 1996. The company was acquired by a French conglomerate in 1999, providing Brian an opportunity to work in Paris for over a year.
Brian became a financial advisor for the large brokerage firm Edward Jones in 2003. Sound investment principles and putting investors first have always been of paramount importance, and Brian built a branch in Southern California that consistently earned awards for growth and customer service. With a process in place from the beginning and a long-held belief that investing and planning go hand in hand, he earned the prestigious CERTIFIED FINANCIAL PLANNER™ designation.
In 2012, Brian made the move to LPL Financial and Cornerstone Wealth Management, where it became possible to take investor goals, objectives and integrity to a higher level and serve as a fiduciary. Today, he enjoys helping others plan for and live out a comfortable retirement by providing objective financial guidance.
In his spare time, Brian enjoys doing yoga, swimming, cycling and hiking. He also has a passion for charitable causes and works with several in the community and across the country.
Brian Padrick is a Registered Representative with and securities offered through LPL Financial, member FINRA/SIPC.
Jessica Anseth is a Financial Advisor at Cornerstone Wealth Management. She began working with Cornerstone in 2018 and has over 10 years’ experience in the banking industry.
She attended California State University Northridge where she received her BA in Sociology. She always knew she wanted a career where she could help people.
Jessica is an active board member at her children’s school where she helps organize fundraising events and special events for the children, helps in establishing policies for the school, is involved in the major decision-making and reviews the balance sheet every month.
In her spare time, she is busy running around being a mom to two active children.
Jessica Anseth is a Registered Representative with and securities offered through LPL Financial, member FINRA/SIPC.
Senior Office Administrator
Hi, I am Carol Morgan, and I wanted to introduce myself and let you know a little about me.
I am a California native and live in Southern CA with my husband of over 32 years and my 2 children. I have over 36 years' experience in the banking, insurance and financial services industry. I am currently a Senior Branch Office Administrator of the Cornerstone Wealth Management Newbury Park branch. I really enjoy working with and for clients, helping with all the vital pieces of what makes our business run well. I am resourceful, good at research, and a skilled problem solver. My sincere joy can be felt every day in person and on the phone, making me an invaluable part of the branch's commitment to customer service.
In my spare time, I enjoy spending time with my family, volunteering in the community, baking and cooking and entertaining friends at my home. But my absolute favorite thing is being at the beach!!! Nothing more calming and enjoyable to me.
Co-Portfolio Manager, LPL Operations Manager
Khurram Naveed, CFA, is a co-portfolio manager for the investment team and a member of the Investment Policy Committee. Prior to joining Cornerstone Wealth Portfolios, he was a business valuation analyst at Health Capital Consultants.
Khurram is a CFA® charterholder and a member of the CFA Society of St. Louis. He graduated cum laude from the University of Missouri-St. Louis with a Bachelor of Science in Economics. He also earned a Master of Arts in Economics and an MBA with honors from the University of Missouri-St. Louis.
Portfolio Manager, LPL Operations Manager
Liyin Bao, CFA, leads the Cornerstone Wealth Portfolios investment team. Since joining the firm in 2012, he has managed a broad range of equity and fixed income portfolios in the program. In 2019, Liyin took on leading Cornerstone Wealth Portfolios and Cornerstone’s Investment Policy Committee. He is responsible for the formulation of the global balanced strategies as well as the development and implementation of the asset management services.
During his tenure at Cornerstone, Liyin instituted Cornerstone’s proprietary portfolio management system, including quantitative screening, security analyses, allocation optimizer, and risk monitors. In the process of meeting the Global Investment Performance Standard for performance audit, Liyin plays a lead role in performing account-level analysis and has been dedicated to improving individual clients’ experiences in the program. He and his team are committed to creating well-researched portfolios for the program that can help our clients pursue their financial goals.
Prior to joining Cornerstone, Liyin worked as an investment banking analyst at Citic Securities. He is a CFA® charterholder and a member of the CFA Society of St. Louis. He has a Bachelor of Science in economics and mathematics from the University of Michigan and earned his Master of Science in finance from Olin Business School at Washington University in St. Louis.
We are associated with two national firms that support to our local team, providing many "back office" services that free up our time to spend with you, our clients. This support ultimately benefits our clients because we hav access to new investment options, best practices and technology that helps us better serve you through these two firms.
Learn more about our association with LPL Financial and Cornerstone Wealth Management.