Michael Ferrara has been an investment adviser representative at Cornerstone Planning Group since August 2025, 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.
Michael Ferrara is a Financial Advisor affiliated with Cornerstone Planning Group, operating under Horizon Wealth Strategies. He works with pre-retirees and retirees to design retirement income and investment strategies. His planning covers income, taxes, market risk, healthcare planning and legacy preservation, using a collaborative, coaching-driven approach.
Michael Ferrara’s longest registration was 10 years at Eagle Strategies LLC (2015–2025). Before joining Cornerstone Planning Group in 2025, Michael Ferrara was registered through Eagle Strategies LLC and Metlife Securities Inc.
- Cornerstone Planning GroupCurrent– present · 1 yearNew Braunfels, TX · Adviser representative · Firm CRD 307189
- Eagle Strategies LLC– · 10 yearsNew Braunfels, TX · Adviser representative · Firm CRD 110826
- Metlife Securities Inc.– · 6 yearsSomerset, NJ · Adviser representative · Firm CRD 14251
Investment adviser representative registrations
Michael Ferrara is registered as an investment adviser representative in Texas, since August 2025.
- TexasSince 20 August 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 19 February 2015 |
| Series 7 | General Securities Representative Examination | 22 August 2014 |
| Series 63 | Uniform Securities Agent State Law Examination | 8 September 2012 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 7 June 1996 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Michael Anthony Ferrara
- CRD
- 2755418
- Firm
- Cornerstone Planning Group · CRD 307189
- Office
- 1607 FM306, Suite 502, New Braunfels, TX 78130
- Registration
- Investment adviser registration
- In the industry since
- August 1998
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cornerstoneplanninggroup.com
Where does Michael Ferrara work?
Michael Ferrara is an investment adviser representative registered through Cornerstone Planning Group Inc. since August 2025, and is not listed among the firm’s executive officers or direct owners.
Is Michael Ferrara a financial advisor?
Yes. Michael Ferrara has a current investment-adviser registration in Texas, through Cornerstone Planning Group since August 2025.
How many years of experience does Michael Ferrara have?
Michael Ferrara has 28 years in the financial industry, since August 1998, across 3 adviser firms.
What exams has Michael Ferrara passed?
Michael Ferrara has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 66. The earliest, the Series 6, was passed in June 1996. FINRA credited Michael Ferrara with the SIE, which began in October 2018.
Where did Michael Ferrara work before Cornerstone Planning Group?
Before Cornerstone Planning Group, Michael Ferrara was registered through Metlife Securities Inc., July 2002 to March 2009.
Where is Michael Ferrara based?
Michael Ferrara’s registered office is in New Braunfels, TX.
Is Michael Ferrara registered with FINRA?
No. Michael Ferrara has no current broker registration.
How can I verify Michael Ferrara’s record?
Search CRD 2755418 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Ferrara’s full registration record.
- Jon TarnoChief Operating Officer
Carmine CorinoOwner- Walter GilmoreCCO