David E. Stone is a Certified Financial Planner (CFP®) professional and a Certified Business Exit Consultant (CBEC®) with over twenty-five years of experience in the business consulting and financial services industry. His expertise is in designing and building a comprehensive financial plan and business plan encompassing all the elements of the client's financial picture. His clients are primarily successful business owners and affluent retirees.
David helps his clients to succeed financially with a deep understanding of financial and business 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 business, and his clients appreciate his insight on creating, preserving, and protecting their assets to leave a lasting legacy. While acting as a Personal CFO for his clients, he places his focus on helping them crystalize their personal vision for their businesses and their families.
He 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. He earned the credential of CERTIFIED FINANCIAL PLANNER™ Practitioner, in 1998. David 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 for over 15 years, giving him unique perspective in advising clients on real estate matters. He is a past officer of the Board of Directors for The Financial Planning Association of Northern California, and continues to act as a mentor for Finance students at the BYU Marriott School of Business.
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 3 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.
*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.
Five Star Wealth Manager Listing
David Stone has been listed as a Five Star Wealth Manager for 2019.
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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 2019 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.