Knowledge is Power

A wealth of information about financial services, investments and the latest in industry news.

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Video Library

Fiduciary Difference

1 min 13 secs

Learn why it’s better to seek financial advice from a fiduciary.

Tax & Income Planning

3 mins 12 secs

Learn about the importance of tax & income planning and why you should develop a financial strategy to get the most out of your golden years.

Introduction to Shone Asset Management

1 min 33 secs

A message from the founder of Shone Asset Management.

Shone Asset Management Technology

1 min 21 secs

Hear about the technology available to clients.

Shone Asset Management Investment Philosophy

4 mins 8 secs

Learn about the investment approach at Shone Asset Management.

Shone Asset Management The Art of an Efficient Portfolio

4 mins 8 secs

In this video, Shone Asset Management's Trading and Planning associate, Griffin Sheehy, shows us what we can learn from the Golden State Warriors that will help us be better investors.

Reaching out to Shone Asset Management

4 mins 8 secs

In this video, Vice President of Wealth Management, Richard Gross, shares with us the process of reaching out to Shone Asset Management.

Shone Asset Management Cash Flow Planning

4 mins 8 secs

A video from Richard Gross, Vice President of Wealth Management, on a way to earmark income according to your goals so that you can have a bright financial future.

Shone Asset Management Tax Planning

4 mins 8 secs

In this video, Vice President of Wealth Management, Richard Gross, shares with us the importance of tax planning.

Shone Asset Management Equity Compensation Planning

4 mins 8 secs

In this video, Vice President of Wealth Management, Richard Gross, shares with us the importance of equity compensation planning.

Shone Asset Management Investment Planning

4 mins 8 secs

In this video, Vice President of Wealth Management, Richard Gross, shares with us the importance of investment planning.

Shone Asset Management 10B5-1 Trading Plans

4 mins 8 secs

In this video, Vice President of Wealth Management, Richard Gross, shares with us the importance of 10B5-1 Trading Plans.

Shone Asset Management Net Unrealized Appreciation (NUA)

4 mins 8 secs

In this video Mark Shone, President of Shone Asset Management, shares with us importance of NUA.

Shone Asset Management Retirement Planning

4 mins 8 secs

In this video Vice President of Wealth Management, Richard Gross, explains to us the importance of Retirement Planning.

Financial Calculators

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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.

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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.

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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.