April 23, 2019
April 23, 2019

Estate Planning – For the Inexperienced

Married Couples Should… Take Key Steps Review Accounts and Assets – Hire an estate attorney. They will aid in drafting and updating wills. – Build a relationship with a financial advisor both you and your spouse have confidence in. -Ensure each spouse gives executor permission to manage assets -Set up […]
Do you like it?0
0 Read more
April 10, 2019
April 10, 2019

2019 First Quarter Investment Market Report

Investors in virtually all major asset classes were richly rewarded in 1Q2019. US stocks posted their largest one-quarter gain since 3Q2009. As measured by the Wilshire 5000 Total Market Index, US stocks were +14.23% from January 1 – March 31, 2019. International stock investors also experienced excellent returns, with the […]
Do you like it?0
0 Read more
April 10, 2019
April 10, 2019

Risk & Return – Part 2

“In an effort to give our clients a look under the hood of our firm, please see the first write up of our series on risk and return from our financial analyst and investment committee member Griffin Sheehy.” – Mark Shone CFP® Diversification and the Efficient Frontier As previously mentioned, […]
Do you like it?0
0 Read more
April 4, 2019
April 4, 2019

Risk & Return – Part 1

“In an effort to give our clients a look under the hood of our firm, please see the first write up of our series on risk and return from our financial analyst and investment committee member Griffin Sheehy.” – Mark Shone CFP® This series aims to address the relationship between […]
Do you like it?0
0 Read more
November 7, 2018
November 7, 2018

2019 Retirement Plan Contribution Limits

Get ready to save more for retirement in 2019! The Treasury Department has announced inflation-adjusted figures for retirement account savings for 2019, and there are quite a few changes. Check out the chart above to see what is applicable to your situation.
Do you like it?0
0 Read more
123456
Next page

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.