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Derek Bonneau

Cornerstone Financial Planning, LLC

Portsmouth, NH

CRD 8202376

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Employer firm

Cornerstone Financial Planning, LLC CRD 129656

$401M regulatory AUM 58 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Cornerstone Financial Planning, Llc

8 Greenleaf Woods Dr. Suite 202, Portsmouth, NH 03801 • United States

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2026-01-02
NH RA APPROVED 2025-12-17
TX RA APPROVED 2025-12-17
  • ME RA
    APPROVED
    Since 2026-01-02
  • NH RA
    APPROVED
    Since 2025-12-17
  • TX RA
    APPROVED
    Since 2025-12-17

Branch Locations

8 Greenleaf Woods Dr. Suite 202, Portsmouth, NH 03801 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Commonwealth Of Massachusetts Boston MA 08/2014 01/2021
Commonwealth Of Massachusetts Boston MA 01/2021 08/2025
Cornerstone Financial Planning, Llc Portsmouth NH 11/2025 Present
  • 08/2014 → 01/2021
    Commonwealth Of Massachusetts
    Boston, MA
  • 01/2021 → 08/2025
    Commonwealth Of Massachusetts
    Boston, MA
  • 11/2025 → Present
    Cornerstone Financial Planning, Llc
    Portsmouth, NH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-15
  • S65 Uniform Investment Adviser Law Examination
    2025-03-15

View on SEC IAPD

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Nearby Offices

CHARTER OAK CAPITAL MANAGEMENT · PORTSMOUTH, NH
NVEST FINANCIAL, LLC · PORTSMOUTH, NH
DAVID WENDELL ASSOCIATES, INC. · PORTSMOUTH, NH

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