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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 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
- Dec 12, 2015
- 1 min
2015 Cedarstone Holiday Give Back Day
Recently our team and several of their family members headed to the Children's Hunger Fund warehouse in Sylmar, California for the second...
Steve Coker, CFP
- Aug 6, 2015
- 1 min
Cedarstone Staff and Clients Give Back
Last Thursday we had the pleasure of joining several of our clients to pack boxes of food at the Children's Hunger Fund warehouse in...