Cornerstone Financial Planning, Inc. of Iona

Cornerstone Financial Planning, Inc. is a financial planner in Iona, Florida, offering comprehensive, fee-only financial planning services to individuals and families seeking to achieve their life goals. The firm specializes in retirement planning, insurance reviews, tax planning, cash flow management, investment planning, and estate planning, providing clients with personalized strategies and ongoing support to shorten the timeline to financial success. With a 5.00 rating and a strong reputation based on client feedback, the company is known for its client-focused approach and transparency. Serving clients across Southwest Florida, the firm emphasizes removing conflicts of interest by operating solely on client fees.

Kenneth A. Diehl, the firm’s president, is a Certified Financial Planner (CFP), a Certified Public Accountant (CPA), and a member of the National Association of Personal Financial Advisors (NAPFA), bringing over 15 years of experience to the practice. He holds a Summa Cum Laude degree in Accounting from the University of Maryland and has been recognized by Washingtonian Magazine as one of the top financial planners in the Washington metropolitan area. His expertise spans tax-efficient planning, investment strategy, and long-term financial goal setting, with a commitment to helping clients live their dreams through disciplined financial guidance.

The firm is located at 13710 Cypress Terrace Cir #200 in Iona, Florida, situated about a quarter-mile from South Cleveland Avenue and South Tamiami Trail, two major roads in the area. It lies within a short distance of Bell Tower Park and Brynwood neighborhood, and is approximately 0.8 miles from the Lee County Sheriff's Office Echo Central District. The location is also near the Stench Monument, a local landmark, placing the business within a well-connected, accessible part of Iona.

Cornerstone Financial Planning, Inc. stands out in the local financial services sector for its fee-only model, professional credentials, and dedicated client relationships. The firm’s focus on personalized, conflict-free advice has earned consistent high ratings and trust among clients across Southwest Florida. With a proven track record and deep expertise, it remains a trusted partner for those seeking long-term financial clarity and security in the Iona community.