David Stone CFP®

Senior Financial Planner
  • Graduated from The State University of New York at Albany in 1987 with a BS in Mathematics
  • Began Financial Services Career in 1992 with The Equitable as a Registered Representative
  • Joined Comprehensive Planning Consultants in 1994 as a Para Financial Planner
  • Joined The IAFP (International Association of Financial Planners) in 1995
  • Started Personal Financial Advisors, Inc. in 1998
  • Joined the FPA (Financial Planning Association) in 2000
  • Earned the CFP® (Certified Financial Planner) designation in 2002
  • Served on the FPA of Central Ohio Board of Directors from 2004-2009
  • Served as President of the FPA of Central Ohio from 2006-2007
  • Served as President of the Pickerington Area Kiwanis Club from 2011-2018
  • Served on the Temple Israel Board of Trustees from 2017-2019
  • Currently serving as the 2020 Chair of the Pickerington Area Chamber of Commerce
  • Member of the Financial Planning Association, National Association of Personal Financial Advisors, XY Planning Network, Fee-Only Planning Network,  Pickerington Area Chamber of Commerce, Temple Israel, and Temple Israel Brotherhood
  • Married to Wendy Stone since 1989 with 2 daughters
  • Interests include spending time with family and friends, is an avid fan of the Columbus Blue Jackets, Pittsburgh Steelers, New York Yankees, and enjoys reading in his spare time.

 

Laura Wall CFP®

Para Financial Planner
  • Graduated from The Ohio State University in 2006 with a BS in Family Resource Management
  • Joined Personal Financial Advisors, Inc. full time in 2006 after a one-year internship
  • Joined the FPA (Financial Planning Association) in 2006
  • Served on the FPA Public Relations Committee from 2007-2008
  • Started serving on the FPA Pro Bono Committee since 2007 and continues to do so
  • Earned the CFP® (Certified Financial Planner) designation in 2016
  • An advisor of the Pickerington Clovers & Cloverbuds 4-H Club
  • Interests include spending time with family and friends, watching college football and basketball, NASCAR, sewing, baking, and reading.  

Wendy Stone

Office Manager
  • Attended The State University of New York at Albany 1982-1986 majoring in Economics
  • 12 year career in customer service prior to joining Personal Financial Advisors, Inc.
  • Joined Personal Financial Advisors, Inc. in 1998
  • Married to David Stone since 1989 with 2 daughters
  • Interests include spending time with family and friends and giving back to the community by volunteering time to different causes

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