Advisor Details

Advisor Details

Financial Advisor in Walnut Creek, California

Personal Bio

An industry veteran of nearly 30 years, Mark Shone is responsible for all aspects of financial planning and asset management, working directly with clients of the firm.  Prior to founding Shone Wealth Management in 2005, he was a managing director at Neuberger Berman and Lehman Brothers. Mark has a degree in Finance from California State University, Sacramento, completed his certificate in taxation at UCLA, as well as a course of study at the Wharton School.  Mark is committed to helping clients maximize their full wealth potential: He enjoys helping families and clients map out the financial lives they want to create by making smart decisions over time. He has extensive experience speaking on and guiding clients through topics such as retirement planning, preparing for the cost of education, investment allocation strategies, estate planning topics, insurance and behavioral finance.

Firm Name

Shone Wealth Management

Firm Bio

Founded in 2005, Shone Wealth Management is a fee-only financial planning and investment management firm based in Walnut Creek, CA. We provide trusted, relationship-based financial services for executives, professionals, family business owners, and retirees so they can maximize their full wealth potential.  At Shone Wealth Management, we provide financial and wealth management advice that is uniquely you. We provide comprehensive wealth management, cost-efficient portfolio construction, and ongoing collaboration to help you achieve your goals with confidence. As a fee-only firm, we put your best interests first, considering your personal financial goals, timeframe, and risk tolerance. It’s this personal attention and singular focus that helps our clients realize remarkable results.  Our investment philosophy is based on four leading principles—asset allocation, asset ownership, rebalancing, and cost-effective and tax-efficient implementation—and designed to help you maximize your return while aligning with your individual investor profile. Our process-driven approach to rebalancing ensures that you, and your investments, are secure now and in the future. Are you ready to build your own wealth management plan? Contact us today. 

Firm SEC/CRD #

136101

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Advisor SEC/CRD #

1979639

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    Disclaimer

    This website is for informational purposes and does not constitute a complete description of our investment services or performance. This website is not a solicitation or offer to sell securities or investment advisory services. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we believe reliable but we do not guarantee the timeliness or accuracy of this information. Nothing on this web-site should be interpreted to state or imply that past results are an indication of future performance. Shone Wealth Management is a registered Investment advisor registered with the Securities and Exchange Commission.

Contact:

1676 N. California Blvd. Suite 410
Walnut Creek, California 94596

info@shonewealth.com

(925) 472-0874

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