Jamie Cornehlson, CFA®

School of

Jamie Cornehlson, CFA® - Partner at Meld Financial

Join us for our next Meld University Event:

Preparing for Long-Term Care Expenses in Retirement presented by Blake May, J.D., CFP®. The webinar will be held on May 11th at 3:00 PM Central Time. There is no cost to attend, but you must register in advance.

 

Jamie started in the financial services business in 1994. Jamie worked with the Gartner Group, then Soundview Financial and Bear Stearns before starting his own Registered Investment Advisory practice, Capstone Investment Financial Group (Initially Dunn Warren) in 2000. Capstone provided portfolios to advisors to use with their clients. As advisors, and subsequently their business owner clients wanted help with getting what they want from their business, Jamie took his knowledge and experience of running a business to other businesses to help them implement tools to become more effective and accountable. Jamie first started working with Meld in a coaching capacity in 2014. Jamie is an implementer of the Entrepreneurs Operating System ® (EOS), a complete proven system of simple practice tools to help business owners achieve three things: Vision, Traction and Health.

Join Us for a Meld University Event

Financial Fingerprint™ by Meld Financial. Secure YOUR retirement plan.
Financial Fingerprint: How to Approach Your Retirement Questions

We are excited to introduce Financial Fingerprint™, our unique, retirement-focused planning process. Join us for this no-cost webinar to learn more!

DEFENSE WINS RETIREMENT™
DEFENSE WINS RETIREMENT™: How to Shift Your Strategy From Growth to Income

Join us as we illustrate the importance of shifting from offense to defense and learn how to understand your personal investment allocation needs.

Security Filing Strategies
Social Security: What You Need to Know to Maximize Your Retirement Income

Social Security is far more complicated than most people realize. The decisions you make now will have a tremendous impact on the total amount of benefits you will receive over your lifetime.

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Weekly Economic Update presented by Meld University
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Security Filing Strategies
What is Your Social Security Full Retirement Age and Why It Matters?

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The Social Security defines Full Retirement Age (FRA) as the age at which you are entitled to receive your full Social Security benefits known as Primary Insurance Amount (PIA).

Why Meld Financial?

Meld Financial, Inc. is an independent wealth management firm located in Birmingham, AL.

We specialize in financial planning, investment management, employee benefits and executive benefits for individuals, families, trusts, foundations and institutions.

We provide independent and objective services melded with customer-driven financial goals.

Mark McGarvey - Chairman - Meld Financial

“We will always recommend the same course of action we would choose for ourselves, given the same circumstances.”

-Mark McGarvey, Chairman