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.


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