It all started with “Under One Roof" kind of financial planner, an expert who could manage finances and give an overview of financial status, at any given point of time. Mostly importantly, working for clients, by Fee-only Advisory Model (Wherein, Saving Clients Money by Eliminating Agents or Commission Based Advisors and Giving Advice without any Conflict of Interest) giving Smart & Easy ways to Manage & Grow wealth.
Lastly, we wanted to engage young generations to get involved in Managing their investments, because we believe that financial planning is not just for Old People.
Hence the birth of ....CornerStone Financial Planning & Advisory Services.
Bron R Dabre
CornerStone Financial Planning & Advisory Services
Welcome to CornerStone!
Before beginning my career in financial planning, I spent several years Managing Trading Operation Activities at BSE ltd.(formerly Bombay Stock Exchange) as a Deputy Manager. While Working there, I learned a great deal about what motivates people and the work that goes into building a company and wealth. But still, something was missing. I didn’t feel fulfilled, so I decided it was time to pivot. As personal finance has always been an interest of mine and Consulting others on same, I went back to financial school with the intention of earning the CFPcm designation(FPSB, US) and Started my Own Firm Side by Side.
EXPERIENCE AND EDUCATION:
Ex-Deputy Manager_Trading Operations-BSE ltd.(formerly Bombay Stock Exchange)
Certified Financial Planner(CFPcm)-Financial Planning Standard Board, US.
Post Graduation Program in Global Financial Markets (2 Years-Full Time) - BSE Institute Ltd
Bachelor of Management Studies (Financial Management) - Mumbai University
When I’m not crafting financial plans, I love getting outside and enjoying life with family and friends. Taking advantage of the surrounding area’s pleasant weather, you can usually find me playing volleyball or Bike Riding or simply just heading to the beach.