Christina K. Fanourakis

CORNERSTONE WEALTH MANAGEMENT

Westlake, OH 44145

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CRD#: 5169784

Professional summary

Christina Kyrkos Fanourakis, CFP®, who also goes by Christina Efstratios Kyrkos, is a registered financial advisor currently at CORNERSTONE WEALTH MANAGEMENT located in Westlake, Ohio.

Christina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Christina has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

What are your service offerings?

Retirement Income Management

Education Planning

Life Transitions

Investment Planning

Employee and Employer Plan Ben...

Tax Planning

Comprehensive Financial Planni...

Estate Planning

Insurance Planning

Retirement Planning

Are you a "fiduciary"?

Yes

Aliases

Christina Efstratios Kyrkos

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christina Kyrkos Fanourakis's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 2022

Experience

Current

October 28, 2015 - Present

CORNERSTONE WEALTH MANAGEMENT

Office #1: 27366 Center Ridge Road, Westlake, OH 44145

RIA

CRD#: 106950

Westlake, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CORNERSTONE WEALTH MANAGEMENT

CORNERSTONE WEALTH MANAGEMENT | GOMERSALL DAVID ALAN | DAVID A. GOMERSALL, ADVISOR | DAGCO, INC. DBA CORNERSTONE WEALTH MANAGEMENT | DAGCO, INC.

CRD#: 106950 / SEC#: 801-51066

RIA

Registered Investment Advisory firm - (2/1/1996 Approved)

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

Ohio
(10/28/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/27/2015

Uniform Investment Adviser Law Examination

Current Firm

CORNERSTONE WEALTH MANAGEMENT

CORNERSTONE WEALTH MANAGEMENT | GOMERSALL DAVID ALAN | DAVID A. GOMERSALL, ADVISOR | DAGCO, INC. DBA CORNERSTONE WEALTH MANAGEMENT | DAGCO, INC.

CRD#: 106950 / SEC#: 801-51066

RIA

Registered Investment Advisory firm - (2/1/1996 Approved)

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Contact information

Main Address

27366 Center Ridge Road, Westlake, OH 44145

Mailing Address

Phone number

(440) 899-4000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CORNERSTONE WEALTH MANAGEMENT FORM ADV PART 2A (4/3/2025)

Regulatory assets under management

Total Number of Accounts	1,049
AUM (Assets Under Management)	$ 518,388,665

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/08/2025	Cover Page	Report
10/18/2024	Cover Page	Report
06/12/2023	Cover Page	Report
06/12/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Christina K. Fanourakis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christina Kyrkos Fanourakis's CRS (Customer Relationship Summary).

Certified licenses

Experience

CORNERSTONE WEALTH MANAGEMENT

Primary Firm SEC Registration

CORNERSTONE WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 10/27/2015

Current Firm

CORNERSTONE WEALTH MANAGEMENT

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CORNERSTONE WEALTH MANAGEMENT

TRUST BUT VERIFY

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