Our Team
Simon Chu is the President of Cornerstone Financial Strategies Inc. He has been helping mature and senior investors for many years to take control of their futures with financial and estate planning. Simon specializes in assisting senior investors and retirees to help reduce their taxable income, lower investment risk, and planning for retirement income for many years. He holds the Certified Estate Planner and Registered Financial Consultant designations, and an Investment Advisor Representative with Cambridge Investment Research Inc., member FINRA/SIPC.
Simon hosts Risk Management, Retirement Investments, Insurance Planning, and Estate Planning seminars for seniors, retirees, and non-profit organizations in New Jersey and Pennsylvania. Simon’s diverse, yet in-depth exposure to financial investment provides him with a great amount of experience and insight with investment planning, analysis, and financial decision making.
Simon resides in East Brunswick, New Jersey. He has 4 offices located in New Jersey .
Adam Rubin is a partner at Levine, Furman & Rubin, where he specializes in Estate Planning and Elder Law. He earned his Juris Doctor and Master of Laws in Taxation from the University of Miami School Of Law. Adam is also a Certified Public Accountant.
Adam is an active member of both the American Bar Association and the New Jersey Bar Association. He is admitted to practice in New York and New Jersey. Before joining Levine, Furman & Rubin, he honed his expertise in Estate Planning and Estate Administration at a boutique law firm in Bergen County and contributed pro bono work with the Treasury Section of the New Jersey Attorney General's Office.
Adam has been recognized as a “Rising Star” by Super Lawyers for 2019-2021, an accolade awarded to only 2.5% of attorneys in New Jersey. He serves on the board of the Alzheimer’s Association Greater New Jersey Chapter and is involved with the National Academy of Elder Law Attorneys (NAELA) and the National Alliance on Mental Health (NAMI).
Adam Ruben is not affiliated with Cambridge and their services are offered through them.
Thomas McNulty is a Certified Public Accountant licensed in New Jersey and Pennsylvania and holds a Masters Degree in Taxation from Philadelphia University.
He has been practicing Accounting and Taxation for the past 15 years providing tax preparation for Individuals, Businesses and Estates. His specialties include extensive estate and tax planning and representation before the IRS and State Authorities. His awareness of Tax Law provides his client base with all the necessary tools to minimize taxes and achieve personal wealth. He practices with the highest level of integrity and provides his clients with the ultimate respect. He is unique in that he provides personal attention to all of his clients.
Tom is an active member of the American Institute of CPA’s (AICPA) and New Jersey Society of CPA’s (NJSCPA).
Thomas McNulty is not affiliated with Cambridge and their services are offered through them
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