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Cornerstone Financial Advisors Inc.

Creating a Financial Plan For Financial Freedom

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.


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Cornerstone Financial Advisors Inc.

Achieving Success by Working Together

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Cornerstone Financial Advisors Inc.

Learn More Today About How We Help

Contact us today to find out how we can help with your financial needs.

Why Us?

We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.

About Us

For more than 28 years, Cornerstone Financial has been providing comprehensive financial planning and wealth management services to families and businesses.  We customize our financial plans to work towards the goal and objectives of the individual, realizing that each client and plan is unique.

Our Philosophy

Our number one objective is to work solely in our client's best interest devoting our time to creating a safeguard for their financial well-being.  Our clients always come first

Our Process

Cornerstone Financial provides both an initial consultation and a financial evaluation at no cost or obligation. Our consultation and evaluation process enable us to get to know our clients, identify their goals and objectives, and understand where and how they can benefit from the services and products we provide.   

This is what we do.
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Our Services

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.

  • Personal
  • Business

At Cornerstone Financial Advisors Inc., we are a full-service financial planning firm with experience in all aspects of financial advice. This includes cash flow, retirement planning, investment management and estate planning customized for individuals and families. With more than 28 years' experience, we have a designed process that involves thorough client data discovery and needs evaluation in order to develop a personalized plan.

 

Cash Flow Planning

 

Investment Management/Planning

 

Retirement Income Planning

 

Life, Disability & Health Insurance

 

Estate planning

 

College Education Planning

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Retirement Plans

 

Key man/ Executive:

 

Buy-Sell/Business Continuation Agreement:

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Asset allocation does not ensure a profit or protect against a loss.

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Our Team

Learn more about our amazing team of professionals.

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Michael J. LaMaina

President

CFP®, ChFC®

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Michael J. LaMaina

Phone: (856) 546-6505

Mobile: (856) 685-9630

Fax: (856) 646-6170

Email: michael.lamaina@lpl.com

Michael LaMaina CFP®, ChFC® has been a financial advisor fore more than 30 years, providing both personal and corporate clients with in depth advice regarding one’s financial plan, investments, retirement, estate and insurance needs. His dedicated approach and attention to detail is well known and it is this reputation for unparalleled service that is the foundation of Cornerstone Financial Advisors, Inc. In addition to holding his Series 6, Series 7, Series 63 through LPL Financial and Series 65 through Cornerstone Financial Advisors, Michael was awarded his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation from the Certified Financial Planner Board of Standards in 1996 and his Chartered Financial Consultant (ChFC) from The American College in 2007.

Like many business owners, Michael had his sights set on building a large firm when he formed more than two decades ago — one with several professionals servicing individuals from walks of life and businesses of all sizes. However it didn’t take too long for him to realize his true strength was connecting with people on a personal level, which might be lost in a larger environment. Michael also recognized meeting one’s financial needs was only part of his vision; he wanted to educate clients as well.  So after the first five years, Michael made the decision to develop a unconventional approach but provide all the firm’s services in a boutique setting. 

When not solving financial matters and drawing personal implementation plans for clients, Michael has made time to share his knowledge and experience with the industry and community as the co-host of Talking Dollars & Sen$e.  His broadcasting career, which began in 1991 on Talk Radio 1360, eventually expanded to include five additional radio stations and a television show. Also, Michael has been involved in the various professional organizations, including the Financial Planning Association and Philadelphia Estate Planning Council.

Michael’s client commitment is a natural extension of his belief in family and community.  Born and raised in Oaklyn, New Jersey, this 4th generation father of three is very active in the town he calls home and served as Mayor from 2000-2012. Over the years, he has coached and continues to support Oaklyn Little League, Softball and the recreational programs plus spent four years as a volunteer assistant varsity lacrosse coach at Collingswood High School. But Michael enjoys more than sports. He is also a musician who has helped with the Oaklyn Elementary, Oaklyn Junior High School, and Collingswood music programs and occasionally can be found playing guitar in a local coffee shop or saxophone in local and big bands.

Like his father and brother before him, Michael is a “motorhead” and spends much of his spare time working in his garage or at the area’s SCCA Road Racing race track.  He regularly volunteers as a race instructor at New Jersey Motorsports Park helping new and experienced racers hone their skills. Michael has become a mentor to many people over the years but he too has a couple of his own. Professionally, he sees Warren Buffett as someone who is the “whole package” — a brilliant financial mind with a strong philanthropic heart.  Closer to home it was Michael’s father that instilled strong character and hard work — traits he and his wife Stephanie have shared with their daughters, Samantha, Shauna and Krista.

Bio
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Shauna M. LaMaina

Financial Advisor

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Shauna M. LaMaina

Phone: (856) 546-6505

Mobile: (856) 685-3694

Fax: (856) 646-6170

Email: shauna.lamaina@lpl.com

Motto: “Hard work pays off.”

While not official until June 2018, Shauna LaMaina has been a familiar face at Cornerstone Financial Advisors, Inc. since 2015. Those who work at the family-owned firm have known her even longer as she is the daughter who chose to follow in the footsteps of her father and firm founder, Michael J. LaMaina CFP®, ChFC®. In a position, where no two days are the same, Shauna is hands on and responsible for money management, retirement planning, asset allocation, and life insurance planning based on the unique needs of each client. She has her Series 7, Series 6, Series 63 through LPL Financial and Series 65 held through Cornerstone Financial Advisors and Life, Health & Disability Insurance licenses.

Shauna actively interned throughout college. As an apprentice and para financial planner with Cornerstone Financial Advisors during summer breaks, she developed the firm's client database and was an integral part in organizing and researching client files and accounts in preparation for comprehensive financial reviews. Her experience also included honing her skills as a Financial Services Sales Assistant with Ameriprise Financial where she worked side by side with advisors to assist with meeting preparation, client reviews and processing paperwork for investments and insurance.

An honors graduate of Kean University, Shauna received a Bachelor of Science degree in finance with a minor in accounting. She did more than take classes during her 4-year college career; Shauna was a member of the Kean University Accounting Club and Programming Board: Traditions, Community and Life Skills as well as National Society of Collegiate Scholars. When not studying, Shauna was on the university's field hockey and lacrosse teams. In 2016 and 2017, she was honored to be named a Field Hockey All-American.

Shauna was born and raised in Oaklyn, NJ where she remains active in sports and fitness, playing in various women's sports leagues. No longer just a field hockey and lacrosse enthusiast, her passion extends to the car racing — just another way she is following in her father's footsteps. As a mentor throughout her life, Shauna credits him for instilling an insatiable work ethic and desire to provide the best life for his family — something she looks forward to sharing when the time comes.

Bio
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Stephanie LaMaina

Administrative Assistant

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Stephanie LaMaina

Stephanie has worked at Cornerstone part time for 25 years.  She joined the firm in a more fulltime capacity in 2014 after spending over 30 years as an educator and a coach.  She brings both incredible organizational skills and attention to detail to the Cornerstone Financial Advisors, Inc. team.

Bio

Regina (Tina) Hawco

Administrative Assistant

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Regina (Tina) Hawco

Tina has her associate degree in Finance from Camden County College. She attended school at night so she could work and raise a family throughout the day. In her 25 years of experience in banking, Tina worked her way from a Teller position up to Management at Anchor Bank and Commerce Bank. In 2006, she left her position running the Oaklyn branch, to work as an Administrative Assistant at Cornerstone Financial Advisors, Inc, the position she currently holds for 14 years and counting. Tina has a strong work ethic dating back to when she was 15 and started working at her grandmother’s candy store. 

Bio

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: 856-546-6505
Fax: 856-546-6170


Michael: michael.lamaina@lpl.com | ext 16
Shauna: shauna.lamaina@lpl.com | ext 14
Stephanie: stephanie.lamaina@lpl.com | ext 11
Regina (Tina): regina.hawco@lpl.com | ext 10


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Asset allocation does not ensure a profit or protect against a loss.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Financial planning offered through Cornerstone Financial Advisors Inc., a Registered Investment Advisor and a separate entity from LPL Financial.

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