Shannon Stone, CFP®, RICP®, CDFA®
Wealth Advisor
San Francisco
Relentlessly Curious. Swiss Army Knife. Retirement Red Zone Quarterback.
Experience
Wealth Advisor (Feb 2023 - Present)
Parallel Advisors, LLC
San Francisco, CA
Advisor, Operations Manager (2009-2022)
DHR Investment Counsel
Oakland, CA
Education
University of Phoenix
BS Business Administration & BS Business Management
University of California, Berkeley Extension
Certificate in Personal Financial Planning