David E. Stone is a Certified Financial Planner (CFP) professional with over twenty-five years of experience in the financial services industry. His expertise is in designing and building a comprehensive financial plan encompassing all the elements of the client's financial picture. His clients are primarily pre-retirees, affluent senior retirees and small business owners.
David helps his clients to succeed financially with a deep understanding of financial strategy as well as a personal understanding of clients’ goals and dreams. He believes in the Power of a Plan and applies it to all aspects of his practice, and his clients appreciate his insight on creating, preserving, and protecting their assets to leave a lasting legacy.
He obtained a Bachelor of Science degree in Business Management from Brigham Young University and a Master of Business Administration degree from California State University, Sacramento. He earned the credential of CERTIFIED FINANCIAL PLANNER™ Practitioner, in 1998. He is also a Chartered Financial Consultant (ChFC®), Chartered Retirement Planning Counselor (CRPC®), Chartered Life Underwriter (CLU) and holder of Financial Industry Regulatory Authority (FINRA): Series, 6, 7, 24, 63 licenses as well as a California Insurance License (#0B01934).
David formerly held a California real estate license, giving him unique perspective in advising clients on real estate matters. He is a past member of the Board of Directors for The Financial Planning Association of Northern California, and past mentor for the BYU Marriott School of Management.
David is a five-time recipient of Lincoln’s Pacific Regional Planning Group (PRPG) Financial Planner of the Year Award, and recipient of the PRPG Stuart Smith “Serve First” Award. He is listed as a Five-Star Wealth Manager by Sacramento Magazine from 2011 through the present.
David has been happily married for over 30 years. He and his wife have 5 children and 2 grandchildren. He is actively involved in serving his community and in his church. In his free time he enjoys travelling, snow skiing and musical performance.