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Richard A. Stone, CFP®

Private Ocean

750 Lindaro St
Ste 130
San Rafael, CA 94901
Phone: (415) 526-2900
Fax: (415) 459-3956

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Household Income Minimum: $0
Investable Asset Minimum: $1,000,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Retirement

 

How Planner Charges
N/A

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.