About The Author

As a Paraplanner at Sierra Consulting Group, I provide operational and analytical support to our advisory team. My responsibilities include gathering financial data, preparing reports, and assisting with research and financial modeling to support the development of financial plans and client strategies. I help ensure smooth processes by coordinating documentation and delivering insights that help our advisors serve clients effectively.

I bring a strong background in financial management, strategic planning, and business operations. Prior to joining SCG, I co-founded and managed financial operations for a multi-million-dollar startup, where I oversaw budgeting, forecasting, tax compliance, and financial reporting. My experience in investment research, cash flow management, and operational efficiency enhances my ability to support the advisory team with valuable data and analysis.

I earned my Bachelor of Science degree from Brigham Young University, focusing on International Business and Business Management. Fluent in Spanish, I have worked with diverse clients and teams across multiple industries.

Outside of work, I enjoy traveling, reading, fitness, and spending time with my family.

*Not registered with Osic Wealth, Inc.

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 his 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, giving myself a unique perspective in advising clients on real estate matters. I am 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 was named a Five Star Wealth Manage by Five Star Professional on 2/1/2024 for the time period 5/15/2023 through 11/30/2023. I have been listed as a Five Star Wealth Manager as published in Sacramento Magazine (2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024)

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 in my church. In my free time, I enjoy travelling, snow skiing and musical performance.

Five Star Wealth Manager Listing

David Stone has been listed as a Five Star Wealth Manager for 2024.

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. David was independently nominated for the award. Neither the advisors nor their parent firm pay a fee to FSP for the nomination, receipt, or promotion of the award. 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. For more information please visit https://fivestarprofessional.com/ref/research/WM_ResearchMethodology.pdf

CRN-6793341-071524

Lincoln Financial Advisors is now Osaic Wealth. Any reference to Lincoln Financial within these files should be disregarded.