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
Keylinks
More profiles to browse
SN
Stewart Neely
Senior Wealth Advisor
Chris Knight
Owner / Managing Director / Senior Wealth Advisor, President & Chief Investment Officer
BS
Benjamin Small
Wealth Advisor
Joel Salter
Senior Wealth Advisor
You Might Like
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
PM
Prtima MISHRA1
Software Engineer
PA TEST