David Stone



Email Address




Order My Book

On Amazon


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 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.

David Stone has been listed as a Five Star Wealth Manager for 2021.

Five Star Wealth Manager Listing

*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


Five Star Wealth Manager Listing

David Stone has been listed as a Five Star Wealth Manager for 2021.

To Get More Information about “The Golden State Report” call our off air number: 530.431.8586.