Broker Check


Christopher Cornelius

Managing Partner



Chris, a lifelong resident of the state of California, takes great pride in making retirement planning “people friendly.” Chris’s training and experience has helped him gain extensive knowledge in the areas of preservation and distribution of wealth, retirement planning techniques, managing financial risk, and helping protect assets from catastrophic illness. With over 16 years experience, he enjoys helping his clients take control of their Retirement Dreams, not only from a standpoint of pursuing returns, but also keeping it simple and easy to understand. His primary objective is to help provide a safe and effective way for his clients to protect and preserve their estates while helping them to pursue returns on their investments. He accomplishes this through a blend of financial services that are tailored to each client’s specific financial needs.

Too many times a client will have doubt of their financial future because of complicated concepts and a feeling of not being able to ask the right questions. Together, we will determine what YOUR dreams are and YOUR ability to obtain them; this is YOUR Retirement Dream. I’m here to help you bring it to Reality.

Call me, and I will work with you to help ease the Retirement Planning Process!

Stoney Lee




Founder and CEO, Stoney Lee specializes in comprehensive financial planning, investment and insurance consulting for individuals, their families, businesses and institutions. Stoney is dedicated to understanding and appreciating the values and financial concerns of his clients and assists in building long term relationships by tailoring advice to help achieve his client’s life goals with financial confidence.

Deepak Goyal, Ph.D.

Financial Advisor


Dr. Goyal strives to create meaningful transformation in people’s lives by focusing on their core values and life’s goals. His unique value proposition lies in his 3-dimensional holistic wealth management approach. He is detail-oriented and empowers his clients by providing them financial education in which he simplifies complex financial concepts into layman language. His ideal clients realize that, as their financial advisor, he is the most important and trustworthy partners in their overall well-being and when they win, he wins.


His financial services include asset management, comprehensive financial planning, financial consulting, insurance consulting, investments, and qualified retirement plans to individuals, families, business owners and institutions. He can serve his clients in a fiduciary relationship, in which he must prioritize his clients’ interests over his own.


He has extensive background in financial markets, including stocks, bonds, options, futures, commodities, alternatives and in developing & executing discretionary & systematic trading strategies. Dr. Goyal earned his Ph.D. degree in Aerospace Engineering. He holds Series 65 (Uniform Investment Adviser Law Exam), Series 63 (Uniform Securities Agent State Law Exam), SIE (Securities Industry Essentials), Series 6 (Investment Company and Variable Contracts Products Representative Exam), and California LAH (Life, Accident & Health) Insurance licenses. He has also passed his Chartered Financial Analyst (CFA) Level 1 candidate and Series 3 (National Commodities Futures) exams.