About Our Firm

"Providing professional investment services and financial advice with a Christian worldview. Honoring God in our actions, words and deeds; helping you focus on the goals most important to you."

Our Mission

At our firm, our mission is simple: To learn more about you, understand your needs, wants, and goals, and help you identify the personal finance strategies that may improve your lifestyle today and provide the foundation for a sound retirement in the years ahead.

We understand today’s financial environment. We understand that individuals face unique challenges as they prepare for retirement. And we can help take the mystery out of preparing for today and tomorrow.

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

 

Our Story

After graduating from Cal Poly Pomona with a BS in Business Administration, Phillip worked with Merrill Lynch in Anaheim, CA. During the Citibank Smith Barney merger, Phillip was recruited to Smith Barney in Orange, CA with a large list of institutional clients.

During the year 2002, Phillip reviewed the business model at Smith Barney relating to investment bank services versus the private client model and decided to seek a new path that did not involve proprietary products and trading. This led him to become an Independent Advisor at LPL Financial.

As reported by Financial Planning Magazine, June 1996-2019, based on total revenue, LPL Financial is the largest Broker/Dealer for Independent Financial Advisors. LPL does not engage in investment banking, nor do they offer any proprietary products.

Phillip successfully operated his own company, Andrew Phillips Financial Services, for 12 years. On January 1st, 2015, Andrew Phillips was merged with Maupin Financial Services, creating Maupin Financial Advisors.

In 2019, Phillip founded Cornerstone Christian Wealth Management to service the community with the financial coaching in biblical stewardship and professional investment advice. His daughter, Julia Naman, joined the business in 2020 as a licensed Account Executive. 

You will be part of the next chapter, in dependable forthright investment services.

Please make your appointment today