Mario has over 20 years of practical financial services experience as a CPA, Investment Advisor, and Certified Financial Planner™. Together with his team, he acts as a personal CFO to help affluent clients address their five biggest concerns: preserving wealth, mitigating taxes, sustaining heirs, protecting assets, and charitable giving.
Mario has also refined an expertise in helping companies identify where gaps in their investment fiduciary responsibility may exist and how to prioritize and implement a set of prudent procedures to eliminate the gaps. This is reflected by his Accredited Investment Fiduciary Analyst® designation and his role as an adjunct faculty member with fi360 in Pittsburgh.
Cornerstone was founded in 1984 and now serves over 300 families and 65 retirement plans who have entrusted over $500 million in assets under advisement. Using a consultative process to gain a detailed understanding of clients’ deepest values and goals, Cornerstone then employs customized recommendations designed to address each client’s unique needs and goals beyond simply investments.
Cornerstone also provides CEFEX Certification Services to Investment Advisors across the nation. Currently, CCA serves as an independent fiduciary analyst for CEFEX for over $17 Billion of collective Advisor Assets.