David Stone
MBA, CFP®, ChFC®, CLU®, CBEC®,CRPC®
CA, USDavid has been providing financial planning services since 1992.David's clients are primarily pre-retirees, affluent senior retirees and small business owners.His clients' success comes not only from how well he understands financial strategy, but in how well he knows his clients and their financial goals and objectives.David believes there is security in preparation and passes that on to his clients by helping them design a financial plan to create, preserve and protect their estate for their families.
Education, Professional Designations and Certifications, and Licenses:
- MBA, 1992, Graduate School of Business Administration, California State University, Sacramento
- BS, Business Management, 1988, Marriott School of Business, Brigham Young University, Provo, Utah
- CERTIFIED FINANCIAL PLANNER™ Practitioner, 1998, CFP®
- Chartered Financial Consultant (ChFC®), 2001, The American College, Bryn Mawr, PA
- Chartered Life Underwriter (CLU®), 2005, The American College,
Bryn Mawr, PA - Chartered Retirement Planning Counselor (CRPC®), 2013, College for Financial Planning, Centennial, CO
- Certified Business Exit Consultant (CBEC®), 2018, Pinnacle Equity Solutions, Canton, MA.
- Financial Industry Regulatory Authority (FINRA): Series, 6, 7, 24, 63 registrations
- California Insurance License #0B01934
Career Milestones:
Five-time recipient of Lincoln's Pacific Regional Planning Group (PRPG) Financial Planner of the Year Award. The PRPG covers California, Oregon, Washington and Alaska.Recipient of the PRPG Stuart Smith "Serve First" Award in 2006. Stuart Smith believed that there is an obligation to always place the needs and interests of a client first and serve them without regard to compensation. Each year one person who embodies this philosophy is presented with this honor.Listed as a Five-Star Wealth Manager as published in Sacramento Magazine, (2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019) Former faculty member of the Financial Planning Certification Program at UC Davis Extension, University of California, Davis.
David has been providing financial planning services since 1992.David's clients are primarily pre-retirees, affluent senior retirees and small business owners.His clients' success comes not only from how well he understands financial strategy, but in how well he knows his clients and their financial goals and objectives.David believes there is security in preparation and passes that on to his clients by helping them design a financial plan to create, preserve and protect their estate for their families.
Education, Professional Designations and Certifications, and Licenses:
- MBA, 1992, Graduate School of Business Administration, California State University, Sacramento
- BS, Business Management, 1988, Marriott School of Business, Brigham Young University, Provo, Utah
- CERTIFIED FINANCIAL PLANNER™ Practitioner, 1998, CFP®
- Chartered Financial Consultant (ChFC®), 2001, The American College, Bryn Mawr, PA
- Chartered Life Underwriter (CLU®), 2005, The American College,
Bryn Mawr, PA - Chartered Retirement Planning Counselor (CRPC®), 2013, College for Financial Planning, Centennial, CO
- Certified Business Exit Consultant (CBEC®), 2018, Pinnacle Equity Solutions, Canton, MA.
- Financial Industry Regulatory Authority (FINRA): Series, 6, 7, 24, 63 registrations
- California Insurance License #0B01934
Career Milestones:
Five-time recipient of Lincoln's Pacific Regional Planning Group (PRPG) Financial Planner of the Year Award. The PRPG covers California, Oregon, Washington and Alaska.Recipient of the PRPG Stuart Smith "Serve First" Award in 2006. Stuart Smith believed that there is an obligation to always place the needs and interests of a client first and serve them without regard to compensation. Each year one person who embodies this philosophy is presented with this honor.Listed as a Five-Star Wealth Manager as published in Sacramento Magazine, (2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019) Former faculty member of the Financial Planning Certification Program at UC Davis Extension, University of California, Davis.
