History

History

Cornerstone Investment Associates brings an integrated approach to your financial situation. Our organization provides a planning, tax, and estate discipline to the asset management process. We help to ensure that you meet your goals through after-tax returns that will allow you to work toward preserving, growing, and transferring your wealth.

We founded our company after discovering that many of our clients had been underserved by advice received from underqualified professional advisors. Much of this advice stemmed from a common model of investment firms—the one where the company sells you its own products in order to meet internal sale goals rather than focusing on the appropriate investment solutions that best provide for the client's economic security.

Our group consists of investment professionals and CPAs with more than 40 years of combined experience in investment management, capital markets, estate and financial planning, and tax planning and preparation. Our goals align with our clients' goals, and we pride ourselves on our transparency. 

Kirk Elder

Principal

Kirk Elder, managing partner, has close to 20 years of experience in domestic and international capital markets, investment management, and financial planning. Prior to joining Cornerstone Investment Associates, Kirk spent his career with Credit Suisse, Citicorp Securities, and Merrill Lynch. He is a Registered Representative and an Investment Adviser Representative of Commonwealth Financial Network®.  Kirk is a graduate of Wheaton College in Wheaton, Illinois. He holds a master's degree in business administration from the Anderson School at UCLA.

Randy Elder

Principal

Randy Elder, managing partner, has more than 20 years of tax and financial planning experience, serving individuals, families, small businesses, and trusts. He is a Registered Representative and an Investment Adviser Representative of Commonwealth Financial Network®. Randy is a Certified Public Accountant (CPA) with Elder and Company and holds the Personal Financial Specialist (PFS™) designation from the Association of International Certified Professional Accountants. He is a graduate of California State University, Fresno.