David Stone
David Stone
CFP®
Senior Financial Planner
E-mail:
david@davidstoneadvisor.com - Check me out on Linked In
- 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 2019 Vice 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.
