Meet the Firm

Cornerstone Real Estate Investment Securities

City Plaza

One City Boulevard West

Suite 870

Orange, CA 92868

John Harvey, CPA, MBT

John Harvey is the firm’s owner and general securities principal.  Mr. Harvey holds a Masters in Business Taxation (MBT) and a bachelor of science degree in Accounting from the University of Southern California  (the Leventhal School of Accounting is consistently ranked in the top five accounting schools by US News and World Report). He began his career in 1989 with the Beverly Hills office of Ernst & Young as a tax consultant to high net worth celebrities. Mr. Harvey is a licensed CPA since 1991. Beginning in 1992, Mr. Harvey worked as a tax consultant for Price Waterhouse and as a Senior Manager with Deloitte & Touché in Los Angeles. 

Mr. Harvey is also licensed as a Registered Investment Advisor, General Securities Representative and General Securities Principal (FINRA series 24, 7, 66 and 63) and offers tenants-in-common properties for investment through OMNI Brokerage Securities Corporation (member FINRA, SIPC), He is also a licensed Real Estate Broker in the state of California.  He is a member of the Tenant-in-common Association (TICA), National Association of Realtors (NAR), Apartment Owners Association (AOA), and the California Society of CPA's. 

>Mr. Harvey is an Elite Advisor for Cornerstone and has assisted investors in the purchase of over $400 million in tenant in common real estate.  These credentials together with his business knowledge and real world experience allow the firm to offer in-depth real estate advice on section 1031 exchange replacement properties with a view to the effects of income and estate taxation.

Mr. Harvey looks forward to answering any questions you may have regarding 1031 TIC properties and can be reached at john@cornerstoneexchange.com or by phone at (714) 939-1031.

Evelyn Ybarra is a Cornertone assistant with a Bachelors of Science in Accounting from California Sate University at Fullerton. Currently, she is working towards her license as a Certified Public Accountant. While in school she was an active member of the accounting society and is still a member alumni.

Michelle Cassidy

Mrs. Cassidy has a degree in marketing from the University of Monterey.  Her responsibilities at Cornerstone include tenants-in-common (TIC) marketing, investor relations and office administration services.  Michelle is looking forward to working with you and to providing any assistance you may require with regards to TIC documentation.

Faviola Solorzano

Ms. Solorzano is a Cornerstone tax consultant and has a degree in accounting from California State University, Fullerton.

Katrina DeGuzman

Katrina DeGuzman is a marketing and compliance consultant for Cornerstone. She has a bachelor’s degree in Communications from California State University, Fullerton. During her tenure at Cal State Fullerton she was a member of Alpha Chi Omega national sorority. She held several leadership positions and was involved in many philanthropic events.

Our Mission

The firm’s vision is to be the "cornerstone" in the section 1031 exchange process by bringing to the the investor comprehensive tax, real estate, and financial investment advice with respect to the section 1031 exchange process and tenants-in-common investment. As a result, our mission is to supply independence and integrity to our investor clientele.

Contact Information

E-mail
Please contact us by e-mail at info@cornerstoneexchange.com

Telephone

FAX

Postal address