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David E. Stone

Founder, Stone Consulting Group

David E Stone is the Founder of Stone Consulting Group. Since 1992, David has provided business and financial planning services to professionals and business owners. He obtained his bachelor’s in business management from Brigham Young University and his MBA from California State University.

About

David is also a former member of the extension faculty at the University of California, Davis. David is a CERTIFIED FINANCIAL PLANNER™ Professional, Chartered Financial Consultant, Chartered Life Underwriter, and Chartered Retirement Planning Counselor.

Published Book

3d book cover of the power of a plan

The Power Of A Plan

How a Personal CFO Can Help Business Owners & Professionals Prosper

Residents of Oklahoma plan for tornadoes. Just living there carries a risk of their home being swept away by a violent cyclone―so they prepare for the worst. As a business owner or soon-to-be retiree, you also must plan for the worst. Markets will fluctuate and investments will falter, but with…

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