Mark Shone
Partner Advisor
CFP®, CEPA®
With more than 30 years of financial sector experience, CERTIFIED FINANCIAL PLANNER® professional Mark Shone is a Partner Advisor in our Walnut Creek, California, office. Mark has a degree in Finance from California State University, Sacramento, and he has completed the certificate in taxation from UCLA and financial education courses at the Wharton School. In his free time, Mark enjoys golf and plays the drums in a Bay Area band.
There are only four things a client can do with their money: Spend it, give it to their kids, give it to charity, or give it to the government. With this in mind, my job is to identify how they want their wealth to be utilized both now and in the future. This process begins by spending a great deal of time understanding the goals of each of my clients, including gathering all the necessary financial information. I then take a deep dive into all aspects of financial planning—such as a cash flow projection, retirement income needs, investment strategies, estate planning, tax planning optimization, and an insurance analysis—to develop a personalized wealth strategy.
Helping my clients reach their financial goals is something I take very personally and 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. I want my clients to see me as their planning partner, helping them to making smarter financial decisions over the course of their lives and in the ever-changing financial world.
I enjoy seeing clients achieve their goals and have the ability to live the life they envisioned. It gives me pride knowing I have made a meaningful impact.
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December is a useful checkpoint. But the decisions that actually shape long-term wealth rarely wait until the fourth quarter to matter.
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