Richard A. Stone

PROFESSIONAL

Richard Stone is co-founder and chairman of Private Ocean, LLC.  He has more than 40 years of experience in investment and financial planning.  In business since 1983, Private Ocean is one of the oldest privately held wealth management firms in the San Francisco Bay Area. 

Stone first gained national recognition when he was asked to head the committee that wrote the initial ethics policy for the financial planning industry in 1973. He is a frequent speaker and participant at national conferences and university seminars and has had OpEd pieces published in Worth and Wealth Manager magazines on the topic of ethics and investments.

EDUCATION

  • Certified Financial Planner (CFP®)
  • Chartered Life Underwriter (CLU®)
  • BS, San Jose State University

MEMBERSHIPS & AFFILIATIONS | AWARDS & HONORS

  • Member, Buck Advisory Council, The Buck Institute for Research on Aging
  • Trustee, Dominican University of California
  • Treasurer and Chair of the Finance Committee, Dominican University of California
  • Member, Presidio Bank North Bay Advisory Board
  • Member, UC Berkeley Extension Personal Financial Planning Advisory Board
  • Member, Financial Planning Association
  • Former Member, Global Business Council, San Jose State University of School of Business
  • Former Member, Graduate School Financial Advisory Board, Golden Gate University
  • Past President, East Bay Chapter of the International Association of Financial Planners
  • 2013 – Voted Best Wealth Management Firm in the North Bay by North Bay Biz
  • 2011 – Received the Charles Schwab IMPACT® Award for Leadership
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