Phone: (925) 472-0874

Mark Shone, CFP®

Partner Advisor

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.”