Randall Stone Financial Planning & Real Estate

Founded 2004 • Angie's List since June 2012

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Recognized as accomplished advisors in both the financial services and real estate industries, they hold Series 7, 63, and 65 securities licenses and are a registered fiduciaries. They also hold current life, health, and disability insurance license in the state of California as well as a current California real estate brokerage license. Services are offered as a complete package with a la carte and hourly services routinely provided. Randall's most recent project, in addition to maintaining his independent financial planning practice include developing affordable housing communities throughout California. As a developer and development director, Randall is responsible for managing development, financing, and entitlement processes for his affordable housing projects and for administering proposed relocation plans as well as coordinating with social services groups for the developments. Randall routinely functions as a development consultant to various individuals and entities looking for entitlement and predevelopment assistance with local and regional government agencies....

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Services Offered

Randall Stone Financial Planning & Real Estate works with individuals to help them identify their financial goals and coordinating them into action. They help in selecting appropriate investments designed to meet portfolio objectives, such as retirement and estate planning, saving for education expenses, or planning for specific needs such as real estate investments, tax deferment or tax reduction. This includes 401k, 403b, 457, IRA, stocks, investment planning, and savings goal management.

Services Not Offered

On a limited basis, Randall Stone Financial Planning provides pro-bono consultation with individuals in need of consumer credit counseling - strictly on a case by case basis.

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