Matthew Di Francesco has been an investment adviser representative at Cornerstone Planning Group since June 2024, and is not listed among the firm’s executive officers or direct owners.
Cornerstone Planning Group Inc. is a Fairfield, NJ firm with $952M under management, 1,251 clients and 16 advisers across 8 offices, as of its September 2026 filing.
Matthew DiFrancesco is a Principal and Wealth Advisor at Cornerstone Planning Group, operating under his firm, High Lift Financial & Consulting. He works primarily with closely held business owners, especially family-owned collision repair shops. He provides integrated financial, business and transition planning.
Matthew Di Francesco’s longest registration was 6 years at Highlift Financial (2018–2024). Before joining Cornerstone Planning Group in 2024, Matthew Di Francesco was registered through Highlift Financial and Summit Financial Group Inc.
- Cornerstone Planning GroupCurrent– present · 2 yearsJohnstown, PA · Adviser representative · Firm CRD 307189
- Highlift Financial– · 6 yearsJohnstown, PA · Adviser representative · Firm CRD 290706
- Summit Financial Group Inc– · 4 yearsJohnstown, PA · Adviser representative · Firm CRD 109485
- Stifel, Nicolaus & Company, Incorporated– · 4 yearsJohnstown, PA · Adviser representative · Firm CRD 793
Investment adviser representative registrations
Matthew Di Francesco is registered as an investment adviser representative in Pennsylvania, since June 2024.
- PennsylvaniaSince 27 June 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 9 September 2005 |
| Series 7 | General Securities Representative Examination | 26 August 2005 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Matthew Jude Di Francesco
- CRD
- 4991734
- Firm
- Cornerstone Planning Group · CRD 307189
- Office
- Johnstown, PA
- Registration
- Investment adviser registration
- In the industry since
- August 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cornerstoneplanninggroup.com
Where does Matthew Di Francesco work?
Matthew Di Francesco is an investment adviser representative registered through Cornerstone Planning Group Inc. since June 2024, and is not listed among the firm’s executive officers or direct owners.
Is Matthew Di Francesco a financial advisor?
Yes. Matthew Di Francesco has a current investment-adviser registration in Pennsylvania, through Cornerstone Planning Group since June 2024.
How many years of experience does Matthew Di Francesco have?
Matthew Di Francesco has 21 years in the financial industry, since August 2005, across 4 adviser firms.
What exams has Matthew Di Francesco passed?
Matthew Di Francesco has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in August 2005. FINRA credited Matthew Di Francesco with the SIE, which began in October 2018.
Where did Matthew Di Francesco work before Cornerstone Planning Group?
Before Cornerstone Planning Group, Matthew Di Francesco was registered through Summit Financial Group Inc, November 2013 to October 2018; Stifel, Nicolaus & Company, Incorporated, October 2009 to December 2013.
Where is Matthew Di Francesco based?
Matthew Di Francesco’s registered office is in Johnstown, PA.
Is Matthew Di Francesco registered with FINRA?
No. Matthew Di Francesco has no current broker registration.
How can I verify Matthew Di Francesco’s record?
Search CRD 4991734 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Di Francesco’s full registration record.
- Jon TarnoChief Operating Officer
Carmine CorinoOwner- Walter GilmoreCCO