George A. Egan,  CFP<sup>&reg;</sup> - Financial Advisor

George A. Egan, CFP®

EA

Cornerstone Capital Systems

3150 Hilltop Mall Rd, Ste 60
Richmond, CA 94806-1921
(800) 226-2186
(510) 412-1040

General

George Egan is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Cornerstone Capital Systems in Richmond, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - (CFS), EA

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Property/casualty
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Long-term Care

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Helpful Financial Planning Resources