October 7, 2019

We are pleased and excited to welcome our newest employee, Walter Cifuentes, to the Cedarstone team! Walter is a graduate from Cal Poly Pomona with a BS in Finance and Minor in Marketing and was a honor student at the Kellogg Honors College. His study focus was in Financial Analysis and management. He is a former insurance producer and br...

September 16, 2019

We are pleased and excited to welcome our newest employee, Carole Meitler, to the Cedarstone team! Carole will be working as Planner, preparing financial plans and key recommendations for clients. Carole is a Certified Public Accountant (inactive) and has worked in both the Audit and Tax department of Deloitte, a top tier public accountin...

January 7, 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 made, the obstacles we have overcome, and the opportunity to start fresh in the next mile. As we pass the milestone of 2018 and into this new 2019 it is a perfect time to remember where we have been and...

April 9, 2018

We're excited to welcome our newest employee, John McMahon, to the Cedarstone team. John will be working as our Client Services Associate, opening and maintaining client accounts. John comes to us after working for six years at Pepperdine University in the Office of Community Standards. While there he also earned his Masters in Dispute Re...

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