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Stay informed with expert insights from our team.

We believe the key to your success is empowering you to make smart decisions, so we provide accessible, educational articles written by our own advisors. These articles focus on everything from global monetary policy to tips on saving for retirement.

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On 10 Years at Cedarstone Advisors

Steve Coker, CFP

Oct 112 min read

On 10 Years at Cedarstone Advisors

Today Cedarstone Advisors turns 10 years old! On October 13th, 2014, Cedarstone Advisors was officially launched. The idea behind...

All Social Security Numbers Have Been Compromised

Steve Coker, CFP

Aug 163 min read

All Social Security Numbers Have Been Compromised

Stunningly, news broke this week that the Social Security number for virtually every American was hacked. The hack was discovered when...

New Member of the Coker Clan

Guest

Apr 24, 20201 min read

New Member of the Coker Clan

We are happy to announce the birth of Steve Coker's first granddaughter Pheobe Elena Donner! She was born on 4/15/20 and is happy and...

Giving Back

Steve Coker, CFP

Apr 10, 20201 min read

Giving Back

We at Cedarstone Advisors are so grateful for our clients and the communities in which we live. In years past we have enjoyed serving...

Welcome to Our Newest Team Member, Walter Cifuentes

Steve Coker, CFP

Oct 7, 20191 min read

Welcome to Our Newest Team Member, Walter Cifuentes

We are pleased and excited to welcome our newest employee, Walter Cifuentes, to the Cedarstone team! Walter is a graduate from Cal Poly...

Welcome to Our Newest Team Member, Carole Meitler

Steve Coker, CFP

Sep 16, 20191 min read

Welcome to Our Newest Team Member, Carole Meitler

We are pleased and excited to welcome our newest employee, Carole Meitler, to the Cedarstone team! Carole will be working as Planner,...

A Letter From Our President in 2019

Steve Coker, CFP

Jan 7, 20192 min read

A Letter From Our President in 2019

I love milestones, the markers in the road that remind you of how far you have traveled. Each one is a sign of the progress that we have...

A Letter From Our President in 2018

Steve Coker, CFP

Jan 2, 20182 min read

A Letter From Our President in 2018

A little over three years ago, we set out on a journey to create a better financial planning and investment management firm. The simple...

An Award Winning Portal

Steve Coker, CFP

Nov 11, 20171 min read

An Award Winning Portal

We are pleased to provide our clients with one of the best client portals in the industry. In fact, the Tamarac portal used by Cedarstone...

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Books

How To Retire from Edison

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How to Retire from Edison

At Cedarstone we are proud to say we wrote the book on how to retire from Southern California Edison. That's because we value relationships with our retired Edison clients and with clients who still work there. Whether you are just starting with the company or have worked at Edison for 30 years, this book is for you. Written by expert advisors specifically for Southern California Edison employees, our guide will walk you through what it takes to successfully retire from Southern California Edison.

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