Giro
Maddaluna

Cornerstone Planning Group

CRD#4876763
Investment Advisor
in Fairfield, NJ

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Giro Maddaluna is a financial advisor operating in Fairfield, New Jersey who has 1 year of relevant experience. Maddaluna works at Cornerstone Planning Group. Throughout their career, Maddaluna has worked at New York Life Insurance Company, Nylife Securities LLC, Eagle Strategies LLC, Bm Financial Group, LLC, Luna Financial Group, LLC and Cornerstone Planning Group, LLC. Maddaluna has Series 63 and Series 66 licenses, designating them as a securities broker, and is able to advise clients in New Jersey. Cornerstone Planning Group is a registered investment firm based out of Fairfield, NJ. The company has offices in four locations and a total of 14 advisors. It handles $419 million in assets under management across its 2,203 accounts, placing it among the bigger firms in the United States by assets under management. Of its 2,203 customer accounts, 22% are associated with high-net-worth investors who have at least $1 million in investable assets. Cornerstone Planning Group offers a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Fees charged by financial advisors usually vary depending on which services the firm provides the client. Fees billed by Cornerstone Planning Group likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

350 Passaic Avenue Suite 201
Fairfield, NJ 07004

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Cornerstone Planning Group Brokerage Details

Total Assets Under Management

$418,847,618

NJ Average: $10,121,009,343
Total Number of Employees

14

NJ Average: 92
Total Number of Accounts

2,203

NJ Average: 6,978
Average Account Size

$190,126

NJ Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops

Giro Maddaluna Work History

Giro has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Cornerstone Planning Group, LLC

2020 - Present (4 years)

Luna Financial Group, LLC

2016 - 2019 (3 years)

Bm Financial Group, LLC

2014 - 2022 (8 years)

Eagle Strategies LLC

2010 - 2022 (12 years)

New York Life Insurance Company

2010 - 2022 (12 years)

Nylife Securities LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Giro Maddaluna to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cornerstone Planning Group

Jon Tarno
Fairfield, NJ
Taylor Hodges
Tallahassee, FL
David D'Albero
Fairfield, NJ
Carmine Coppola
Fairfield, NJ
Tyler Allen
Fairfield, NJ
Michael Bozzone
Fairfield, NJ
Giro Maddaluna
Fairfield, NJ
Thomas Woloszyn
Fairfield, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started