Asset Management & Financial Planning

Services Above & Beyond the Competition

Financial and wealth management advice that is uniquely you.

We provide trusted, relationship-based financial services

Our ultimate charge is to help our clients—both individuals and businesses—maximize their full wealth potential. Whether you are building assets for the future or seeking to protect, enjoy and pass on those you already have, Shone Asset Management provides the sound, professional counsel to help you get there, with confidence.

Investment & Asset Management

  • Investment planning
  • Investment risk management
  • Investment tax planning
  • Asset allocation
  • Lump sum distribution advice
  • Equity compensation
  • Employment benefit planning
Financial Planning

  • Integrated tax planning
  • Financial risk management
  • Retirement planning
  • Executive compensation planning
  • Insurance planning
  • College planning
  • Cash flow planning
Wealth Management

  • Trust planning and management
  • Wealth transfer
  • Estate tax planning
  • Endowments and foundations


Download Our Services

Financial and wealth management advice that is uniquely you.

In a world where we watch markets fluctuate daily, our advisors offer a steady hand. Providing trusted guidance for both individuals and businesses, we help our clients arrive at the right balance of investment opportunities and asset management strategies to meet their needs, comfortably.

Plan for your future—with confidence

When it comes to securing a financial future, there’s no foolproof product or plan. We understand the uncertainty associated with investments and work to help our clients establish a solid, balanced plan—with strategic, ongoing rebalancing—that is unique to each client’s needs and goals. It’s that personal attention and singular focus that helps our clients realize exceptional results.

More than investment planning

We provide trusted financial guidance

(925) 472-0874

Contact Us

Mark Shone CFPMark Shone, CFP
President

Phone: 925.472.0874
Mobile: 925-209-3771
Fax: 925-472-0884
E-mail: mshone@shoneassetmgmt.com

Mark Shone, CFP®, founder of Shone Asset Management LLC, is responsible for all aspects of Financial Planning and Asset Management at Shone Asset Management and works directly with clients of the firm. He has been in the business since 1988 and founded the firm in 2005 as a fee only financial planning and asset management business. Prior to founding Shone Asset Management, he was a Managing Director and Neuberger Berman and Lehman Brothers. Mark has a degree in Finance from California State University, Sacramento, competed his certificate in taxation at UCLA and completed a course of study at the Wharton School.

Mark enjoys helping families and clients map out the financial life they want to create and helping them 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. He is committed to helping clients maximize their full wealth potential.

In his spare time Mark enjoys golfing, is an avid sports fan and is a drummer for the band Stagefrite which plays cover songs from the 80’s to today.

picturegail

Gail Markham

Director of Client Service

Gail has worked in the Financial Services industry since 1983; as a Bank Manager, and as an Investment Advisor as well as 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 & Kelly who are college students.

Gail enjoys golf, hiking, traveling, gardening, wine and college basketball.

picturegriffin

Griffin Daniel Sheehy

I came on board with Shone Asset Management in 2016 and as Financial Associate, I provide support in the areas of investment planning, financial planning, and portfolio management. I am a graduate of Cal Poly San Luis Obispo’s Orfalea College of Business where I earned a Bachelor of Science of Quantitative Economics concentrated in Financial Management. Post-graduation, I went straight to work for Waddell & Reed, which is a large advisory firm that specializes in financial and investment planning. I started there in an assistant-type role until earning my Series 7 and Series 66 licenses and at that time promptly transitioned into an Advisor Associate role. Having those licenses allowed me to not only engage in full support on the client servicing side, but in the financial and investment planning process as well. This is where I learned just how critical developing, implementing, and constantly reviewing a solid all around plan is to the success of one’s financial goals. While in college, I interned at Northwestern Mutual in Sacramento where I earned my Insurance License and was educated in the value of managing the risk of unforeseen events in life. I also interned at a small commodities market research firm based in Petaluma, California called Streetwise Reports.

I am married and in my free time I enjoy outdoor activities with my beautiful wife like taking beach trips and hiking. I also enjoy playing sports in local leagues for baseball and basketball.