How We Work
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. 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. We feel a commitment to our community.
Brian Padrick, CFP®
Financial Advisor
Brian Padrick is a financial advisor in Southern California who focuses on investment managment and financial planning to provide comprehensive wealth management for clients.
Carol Morgan
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...
Jessica Anseth
Financial Advisor
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...
Khurram Naveed, CFA
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...
Liyin Bao, CFA
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...
Steven Milbourn
(805) 499-5711
Steven Milbourn is a new addition to the Cornerstone Wealth Management team. With over 10 years of experience in the Multifamily Real Estate Industry, he has held roles in operations, accounting and financial reporting.As a native to...