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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...
Steve Coker, CFP
Oct 7, 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,...
Steve Coker, CFP
Sep 16, 20191 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...
Steve Coker, CFP
Jan 2, 20182 min read


2015 Cedarstone Holiday Give Back Day
Recently our team and several of their family members headed to the Children's Hunger Fund warehouse in Sylmar, California for the second...
Steve Coker, CFP
Dec 12, 20151 min read


Cedarstone Staff and Clients Give Back
Last Thursday we had the pleasure of joining several of our clients to pack boxes of food at the Children's Hunger Fund warehouse in...
Steve Coker, CFP
Aug 6, 20151 min read