Who We Are
We Are a Fee-only Financial Planning & Investment Management Firm
At Shone Asset Management, we work to help you achieve financial well-being.
From our headquarters in Walnut Creek, we provide fee-only financial planning, investment advice and wealth management services. As a fee-only firm, our transparent operations provide a unique level of trust and peace of mind.
Our values are built from the Investment Advisers Act of 1940 “Fiduciary Rule”, which states:
This guarantees a level of transparency that underscores our commitment to put you first: Your goals and dreams drive all that we do.
Our values are built from the Investment Advisers Act of 1940 “Fiduciary Rule”, which states:
"…to act in the best interest of the customer without regard or other interest of the…investment advisor providing the advice."
Our Mission
- Provide clients with objective financial and investment advice and act as their financial advocate.
- Utilize an investment management process designed for wealth preservation and growth.
- Offer and communicate perspective and expertise on the financial marketplace.
Meet Our Team
Mark Shone, CFP®
President_____________________
An industry veteran of nearly 30 years, Mark Shone is responsible for all aspects of financial planning and asset management, working directly with clients of the firm. Prior to founding Shone Asset Management in 2005, he was a managing director at Neuberger Berman and Lehman Brothers. Mark has a degree in Finance from California State University, Sacramento, completed his certificate in taxation at UCLA, as well as a course of study at the Wharton School. Mark is committed to helping clients maximize their full wealth potential: He enjoys helping families and clients map out the financial lives they want to create by making smart decisions over time. He has extensive experience speaking on and guiding clients through topics such as retirement planning, preparing for the cost of education, investment allocation strategies, estate planning topics, insurance and behavioral finance. In his free time, Mark enjoys golfing, is an avid sports fan and a drummer for the band Stagefrite which plays cover songs from the 80’s to today.
Richard Gross, CFP®, CMFC®, MBA
Vice President, Wealth Management_____________________
Richard Gross, CFP®, CMFC®, MBA has been in the financial services industry since 2005. Prior to working as a fee-only wealth manager, he held executive level positions in the staffing and pharmaceutical industries. He has an MBA degree from Pepperdine University, an MS degree from Holy Names College and a BS degree from the University of Buffalo. Richard has extensive experience helping clients with retirement planning, investment planning, goal planning, equity compensation planning, cash flow planning, tax planning, insurance planning and estate planning.
Outside of the office, Richard enjoys walking, bike riding and taking yoga classes. Richard lives in Walnut Creek.
Gail Markham
Vice President, Operations_____________________
Offering a wealth of well-rounded market experience, Gail has worked in the financial services industry since 1983: She has held various positions including bank manager, investment advisor, and compliance manager for major Wall Street firms. She is a graduate of the University of the Pacific. Gail is a long-time resident of the East Bay. She lives in Walnut Creek with Will, her husband of 26 years. She has two children, Jack and Kelly, who are college students. When she’s not at work, Gail enjoys golfing, hiking, traveling, gardening, wine and college basketball.
Griffin Sheehy
Financial Associate_____________________
Griffin provides expertise in investments, financial planning and portfolio management. Prior to joining Shone Asset Management, he worked as an associate advisor at Waddell & Reed, an advisory firm specializing in financial and investment planning. Griffin holds Series 7 and Series 66 licenses—a background that reinforces the need for ongoing plan review and balance. Griffin gained valuable experience as an intern at Northwestern Mutual in Sacramento; and at Streetwise Reports, a commodities market research firm. A graduate of Cal Poly San Luis Obispo’s Orfalea College of Business, he earned a BS degree in Quantitative Economics concentrated in Financial Management.
Griffin is married; in his free time, he enjoys outdoor activities with his beautiful wife, including beach trips and hiking. He’s not one to shy away from competition: Griffin is active in local sports leagues, playing baseball and basketball.
