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Guest
- Apr 24, 2020
- 1 min
New Member of the Coker Clan
We are happy to announce the birth of Steve Coker's first granddaughter Pheobe Elena Donner! She was born on 4/15/20 and is happy and...


Steve Coker, CFP
- Apr 10, 2020
- 1 min
Giving Back
We at Cedarstone Advisors are so grateful for our clients and the communities in which we live. In years past we have enjoyed serving...


Steve Coker, CFP
- Oct 7, 2019
- 1 min
Welcome to Our Newest Team Member, Walter Cifuentes
We are pleased and excited to welcome our newest employee, Walter Cifuentes, to the Cedarstone team! Walter is a graduate from Cal Poly...


Steve Coker, CFP
- Sep 16, 2019
- 1 min
Welcome to Our Newest Team Member, Carole Meitler
We are pleased and excited to welcome our newest employee, Carole Meitler, to the Cedarstone team! Carole will be working as Planner,...


Steve Coker, CFP
- Jan 7, 2019
- 2 min
A Letter From Our President in 2019
I love milestones, the markers in the road that remind you of how far you have traveled. Each one is a sign of the progress that we have...


Steve Coker, CFP
- Jan 2, 2018
- 2 min
A Letter From Our President in 2018
A little over three years ago, we set out on a journey to create a better financial planning and investment management firm. The simple...

Steve Coker, CFP
- Nov 11, 2017
- 1 min
An Award Winning Portal
We are pleased to provide our clients with one of the best client portals in the industry. In fact, the Tamarac portal used by Cedarstone...