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I am a Certified Financial Planner (CFP®) professional and a Certified Business Exit Consultant (CBEC®) with over 30 years of experience in the business consulting and financial services industry. My expertise is in designing and building a comprehensive financial plan and business plan encompassing all the elements of the client's financial picture. My clients are primarily successful business owners and affluent retirees.
I help my clients to succeed financially with a deep understanding of financial and business strategy as well as a personal understanding of clients’ goals and dreams. I believe in the Power of a Plan and apply it to all aspects of my business, and my clients appreciate my insight on creating, preserving, and protecting their assets to leave a lasting legacy. While acting as a Personal CFO for my clients, I place my focus on helping them crystalize their personal vision for their businesses and their families.
I obtained a Bachelor of Science degree in Business Management from Brigham Young University in 1988 and a Master of Business Administration degree from California State University, Sacramento in 1992. I earned the credential of CERTIFIED FINANCIAL PLANNER™ Practitioner, in 1998. I am 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).
I formerly held a California real estate license for over 15 years, providing me with a unique perspective in advising clients on real estate matters. I was a past officer of the Board of Directors for The Financial Planning Association of Northern California, and continue to act as a mentor for Finance students at the BYU Marriott School of Business.
I am 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**. I am listed as a Five-Star Wealth Manager by Sacramento Magazine from 2011 through the present.
I have been happily married for over 35 years. My wife and I have 5 children and 6 grandchildren. I am actively involved in serving my community and my church. In my free time, I enjoy travelling, snow skiing and musical performance.
David Stone has been listed as a Five Star Wealth Manager for 2022.
The Five Star Wealth Manager Award is independently produced by Five Star Professional (FSP) and is based on data from financial advisors, regulatory disclosures, and FSP research. Neither the advisors nor their parent firm pay a fee to FSP for the nomination or receipt of the award. A fee of $1010 was paid for the right to reprint the newspaper advertising page. The award was independently granted and membership in an organization was not required. Working with a Five Star Wealth Manager is no guarantee of investment success. LFS-3445593-020921
*This internal designation is based on revenue growth including all product lines for the Pacific Regional Planning Office within Lincoln Financial Advisors.
**Lincoln Financial Advisors Stuart Smith Award is for outstanding business performance, community service, and commitment to family.
We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time. Securities: California, Colorado, Illinois, Indiana, Nevada, Oregon, Utah, Washington; David E. Stone: California Insurance License #OB01934
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com. Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm. CRN: 1596200-091616