Mark Shone
Partner Advisor
Designations: CFP®
925-472-0874
With over 30 years of financial sector experience, Certified Financial Planner™ Mark Shone is an advisor in our Walnut Creek office. Mark has a degree in Finance from California State University, Sacramento, and has completed the certificate in taxation from UCLA and financial education courses at the Wharton School. A sought-after speaker at financial education conferences, in his free time, Mark enjoys golf and plays the drums in a Bay Area band. As for his advisory philosophy, he said: “Helping people reach their financial goals is something I take very seriously, and I make it my mission to provide clients with the same level of advice and care that I would give to a member of my own family.”
With over 30 years of financial sector experience, Certified Financial Planner™ Mark Shone is an advisor in our Walnut Creek office. Mark has a degree in Finance from California State University, Sacramento, and has completed the certificate in taxation from UCLA and financial education courses at the Wharton School. A sought-after speaker at financial education conferences, in his free time, Mark enjoys golf and plays the drums in a Bay Area band. As for his advisory philosophy, he said: “Helping people reach their financial goals is something I take very seriously, and I make it my mission to provide clients with the same level of advice and care that I would give to a member of my own family.”
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- Mark Shone, Allworth Partner Advisor
More About Mark:
About Allworth
30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.
Then, as now, we believed we could do better. Because you—and your money—deserve better.
We place the needs of our clients first every single time, because when financial guidance is uncompromised by self-interest or distractions — and our success is dependent on your success — you get more than just advice. You get a financial ally for life.
97% of Clients Stay With Us2
23,000+ Clients
Best in Class Advisors
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Best in Class Ethics
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30 Years in Business
$19 billion AUM4
Top 100 RIA Firm
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