1013 Galleria Blvd., Suite 270
Roseville, CA 95678

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David E. Stone, MBA, CFP® , ChFC® , CLU®, CBEC®, CRPC®

CFP | Owner

Email: David.Stone@LFG.com

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®), Certified Business Exit Consultant (CBEC®), 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.

Five Star Wealth Manager Listing

David Stone has been listed as a Five Star Wealth Manager for 2017.

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The Five Star award is based on 10 objective eligibility and evaluation criteria, including a minimum of five years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. Sacramento area wealth managers were considered for the award; 170 (27 percent of candidates) were named 2017 Five Star Wealth Managers. These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.