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...

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...

January 31, 2017

For the second year in a row, Cedarstone Advisors has been selected for the Best of Westlake Village Award for Investment Services.   Each year the Westlake Village Awards Program chooses a small business in each of its industry categories to receive the Best of Westlake Village Award.  The award is given based on each company’s ability t...

June 2, 2015

We are pleased to announce that Hannah Boundy has joined the Cedarstone team as our Director of Research and Trading. Hannah has done a great deal of content writing for us in recent months and we are excited to have her join the team full-time.  Ms. Boundy studied International Business and Managerial Accounting at Pepperdine University...

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