Team
"Experience and expertise to serve you anytime."
We are a local firm based in Trinity, Florida with deep roots in the local community. We have built a reputation that is extremely important to us and our clients for being reliable, honest and knowledgeable.
Our CERTIFIED FINANCIAL PLANNERS™ , Charles Walker and Scott Papes, have met the rigorous certification and licensing requirements of the Certified Financial Planner Board of Standards, Inc.
The CFP® mark certifies that we have taken the extra steps necessary to demonstrate our commitment to providing competent and ethical behavior by meeting all the requirements for education, examination, experience, and high ethical conduct when providing comprehensive financial planning advice.
Chuck is the owner and President of Cornerstone Financial Planners, Inc. He is a native Floridian and graduate of Florida State University (1982) with a Bachelor's Degree in Finance and Minors in Accounting and Economics. He became...
Scott is a Vice President and Financial Consultant with Cornerstone Financial Planners, Inc. He graduated from Pennsylvania State University with a degree in Management and minors in Finance and Economics and received his securities...
Mike Hughes is a Vice President and Financial Consultant with Cornerstone Financial Planners, Inc. Mike was born in Albuquerque, NM and relocated to Florida in 1959. He acquired an Associates of Art degree from Santa Fe Junior College....
