Team
Your Future
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Phong Nguyen
Founding Partner-Wealth Advisor
(949) 756-2624
David DeMars
Founding Partner- Wealth Advisor
949-756-2624
Founder and Partner of Cornerstone Financial Partners, David has been providing comprehensive financial planning services to successful individuals and families since 1998. His expertise extends into all facets of financial services...
Brian J. Jennings
949-756-2624
Mr. Jennings provides financial planning and wealth management services. He delivers comprehensive financial planning in the areas of investments, education planning, asset protection, tax reduction strategies, retirement planning, and ...
Janette Pena
Partner Assistant
949-756-2624
Janette Pena provides administrative support for our team. She has been in the business financial industry since 2006. She worked for AXA for 13 years prior to joining our team. Janette was born and raised in Orange County. She...