Amber-Rose has been with Cornerstone Financial Group since August 2009. As an investment advisor representative, her main goal is growing and protecting her clients’ assets while in their working years and creating and implementing income distribution strategies designed to help provide lasting income for them in retirement. As a fiduciary, she will act in only the best interest of her clients and ensure that retirement advice given is suitable to the clients’ objectives, needs and circumstances. Amber is licensed in securities, life, disability and long-term care insurance.
Her commitment, competence, and strong work ethic has served CFG’s clients in many capacities during her career at the company. Amber’s attention to detail is the foundation for building professional and lifetime relationships with clients. She has helped create and implement fundamental process initiatives, which have become the basis of CFG’s business model. Among these strategies are educational seminars, client-appreciation events, technology platforms and streamlined communication.
Her prior experience includes time at Mass Mutual and accounting and project managing. Amber attended St. Mary’s College of California where she studied business administration and was part of the financial services Honors Program.
Amber is married with two daughters, and they have a chocolate Labrador. She is a fitness lover and enjoys outdoor activities such as boating, kayaking, and hiking.
One of the most rewarding parts of her job is watching clients go through the process of working toward retirement and then celebrating with them when it has finally arrived.