Jeffrey A. Carbone,  CFP<sup>&reg;</sup> - Financial Advisor

Jeffrey A. Carbone, CFP®

Managing Partner

Cornerstone Financial Partners

16810 Kenton Dr, Ste 200
Huntersville, NC 28078
(800) 738-6734
(704) 987-3410

General

Jeffrey Carbone is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Cornerstone Financial Partners in Huntersville, NC and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other -

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Estate Planning, Investment Management, Employee Benefits, Insurance, Retirement, Long-term Care

More

Helpful Financial Planning Resources