Kenneth A. Diehl
CORNERSTONE FINANCIAL PLANNING
Gaithersburg, MD
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CRD#: 4566943
Professional summary
Kenneth Allan Diehl, CFP® is a registered financial advisor currently at CORNERSTONE FINANCIAL PLANNING, INC. located in Gaithersburg, Maryland.
Kenneth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Kenneth has worked at 1 firm .
Biography
Kenneth A. Diehl is President of Cornerstone Financial Planning, Inc. Ken is a Certified Financial Planner (CFP) licensee, a Certified Public Accountant (CPA), and a member of the National Association of Personal Financial Advisors (NAPFA) with over 20 years of experience in helping people reach their financial and personal goals. Ken was recently named by Washingtonian Magazine as one of the top 35 financial planners in the Washington metropolitan area.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Estate Planning
Employee and Employer Plan Ben...
Tax Planning
Insurance Planning
Investment Planning
Retirement Planning
Do you have an area of expertise or specialization?
College/Education Planning
Estate & Generational Planning...
Fixed Fee (Subscription, Retai...
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Tax Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Kenneth Allan Diehl's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1996
Experience
Current
February 17, 2022 - Present
CORNERSTONE FINANCIAL PLANNING, INC.
RIA
CRD#: 121413
Gaithersburg, MD
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Maryland(2/17/2022)
Exams
Current Firm
CF
CORNERSTONE FINANCIAL PLANNING, INC.
CORNERSTONE FINANCIAL PLANNING, INC.
CRD#: 121413 / SEC#:
Maryland
Registered Investment Advisory firm - (10/7/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Gaithersburg, MD
Mailing Address
Phone number
(301) 253-0600
Established
Firm type
Fiscal year end
# of Employees
Red Flags
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