David E. Stone,  CFP<sup>&reg;</sup> - Financial Advisor

David E. Stone, CFP®

ChFC, CLU, CRP

Stone Consulting Group

1013 Galleria Blvd, Ste 290
Roseville, CA 95650
FINANCIAL ADVISOR'S WEBSITE
(916) 415-7062 x14 CONNECT WITH David
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General

David Stone is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Stone Consulting Group in Roseville, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 24, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - Chartered Life Underwriter (CLU), Chartered Retire

Insurance Licenses

  • Life insurance: CA, CO, IL, OR, NV, UT, WA
  • Health/disability insurance: CA, CO, IL, OR, NV, UT, WA
  • Fixed annuities: CA, IL, OR, NV, UT, WA
  • Variable annuities: CA, IL, OR, NV, UT, WA

Broker-Dealer Affiliation

Lincoln Financial Advisors

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Investment Management, Estate Planning, Employee Benefits, Insurance, Real Estate, Retirement, Long-term Care, Succession Planning, Sudden Wealth

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Helpful Financial Planning Resources