Denise Aileen Barrett

Employer firm

Cornerstone Wealth Advisors, Inc. CRD 309544

$146M regulatory AUM

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2014 → Present
  Cornerstone Wealth Advisors, Inc.
  Carlsbad, CA
• 10/2013 → Present
  Barrett Solutions Inc.
  Dana Point, CA
• 10/2016 → Present
  Cornerstone Family Office, Inc.
  Carlsbad, CA
• 02/2015 → Present
  Cornerstone Wealth Advisors, Inc.
  Carlsbad, CA
• 05/2020 → Present
  Cornerstone Wealth Advisors, Inc.
  Carlsbad, CA

Previous Registrations

• 2014-08-27 → 2020-10-21
  Cornerstone Wealth Advisors, Inc.
  Carslsbad, CA

Other Businesses

Cornerstone Family Office, Inc.; Owner/CEO; Family Business Management; Carlsbad, CA; Approximately 80 hours per month 20 during trading hours; 10/2016 BARRETT SOLUTIONS INC.; FOUNDER/PRESIDENT; BOOKKEEPING/PAYROLL SERVICES; DANA POINT, CA; APPROXIMATELY 80 HOURS/MONTH SPENT IN THIS BUSINESS; 10/2013.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-07-23