Sid is a Certified Financial Planner professional. Prior to joining Cornerstone Planning, LLC, he was employed by TIAA as a wealth management consultant on the client engagement and outreach team. He has over 20 years of investment industry experience in the areas of financial planning, brokerage, and education planning. Sid graduated from the University of North Carolina at Charlotte with a Bachelor of Science in Business Administration. Sid is a member of Christ Covenant Church in Matthews, NC. He and his wife Melissa have two sons, Ryan, and Christian. They enjoy outdoor activities, such as snowboarding and skiing.

Sid King
Senior Financial Planner & Operations Specialist
Cornerstone Wealth Planning
United States, North Carolina, Charlotte
About Me
Profile Information
Senior Financial Planner & Operations Specialist
Cornerstone Wealth Planning
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Charlotte
North Carolina
United States
Aug 29, 2025
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