David Hoshour
President/Owner at Cornerstone Investment Services | Charlotte, North Carolina, United States
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David Hoshour, as the President and Owner of Cornerstone Investment Services, brings over 30 years of extensive experience in the financial advisory sector, specializing in fee-only investment management and retirement plan consulting. His deep expertise as an Accredited Investment Fiduciary (AIF) and Professional Plan Consultant (PPC) positions him as a trusted advisor for both individuals and retirement plan trustees. David's commitment to fiduciary responsibility ensures that his clients receive tailored investment strategies that prioritize their unique financial goals while minimizing liability and regulatory risks.
At Cornerstone Investment Services, David leads key projects focused on enhancing fiduciary practices and improving retirement plan performance. His approach emphasizes the importance of documented best practices, which not only help in regulatory compliance but also significantly lower plan costs. By conducting thorough fiduciary audits and offering participant and sponsor education, he empowers clients to make informed decisions that enhance their retirement outcomes. David's innovative strategies, including the implementation of cash balance plans, showcase his ability to navigate complex retirement solutions effectively.
David's skills extend beyond investment management; he is also adept in public speaking and customer service, allowing him to engage effectively with clients and stakeholders alike. His passion for discipleship and expository preaching further reflects his commitment to guiding individuals and organizations toward financial literacy and empowerment. Through his leadership at Cornerstone Investment Services, David Hoshour continues to set a high standard in the investment advisory field, ensuring that each client receives personalized attention and expert guidance tailored to their specific needs.
President/Owner at Cornerstone Investment Services in January 1995 to Present
Financial Consultant at Prudential Securities in January 1993 to December 1994
Medical Sales at FD Titus in May 1991 to October 1992
Financial Consultant at Prudential Securities in May 1988 to May 1991
Financial Consultant at Merrill Lynch in October 1984 to May 1988
Medical Sales at Intermedco in August 1979 to October 1984
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Winthrop University, MBA, January 1994 to January 1996
Southern Evangelical Seminary, MAA, January 2003 to January 2009
San Jose State University, BS, January 1978 to January 1979
Bowling Green State University, Business Administration and Management, General, January 1977 to January 1978
Evangel University, General Studies, January 1973 to January 1974
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Investment Blog
Christian Blog
401k Fiduciary
401k Advisor
401k Rollovers
401k
Retirement Planning
Investment Advisory
Investment Strategies
Investment Management
Investments
Theology
Christian Theology
Systematic Theology
Apologetics
Teaching
Bible teaching
Preaching
Expository Preaching
Discipleship
Discipleship Training
Microsoft Word
Microsoft Excel
PowerPoint
Consulting
Fiduciary Management
Retirement Savings
Qualified Retirement Plans
Sales
Simple IRA
SEP IRA
IRAs
Roth IRA
Seminars
Retirement
Financial Advisory
Insurance
Public Speaking
Team Building
Management
Marketing
Customer Service
Strategic Planning
Small Business
Finance
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Discover more about Cornerstone Investment ServicesWhat is David Hoshour email address?
Email David Hoshour at [email protected], [email protected] and [email protected]. This email is the most updated David Hoshour's email found in 2026.
What is David Hoshour phone number?
David Hoshour phone number is 4323772000.
How to contact David Hoshour?
To contact David Hoshour send an email to [email protected], [email protected] or [email protected]. If you want to call David Hoshour try calling on 4323772000. (updated on January 12, 2024)
What company does David Hoshour work for?
David Hoshour works for Cornerstone Investment Services
What is David Hoshour's role at Cornerstone Investment Services?
David Hoshour is President/Owner
What industry does David Hoshour work in?
David Hoshour works in the Investment Management industry.
David Hoshour Email Addresses
David Hoshour Phone Numbers
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