Headlines, Markets and Guiding Principles
July 24, 2017

Richard Gross has joined Shone Wealth Management

Press Release 11/7/16

 

Richard Gross has joined Shone Wealth Management

Walnut Creek, CA   Shone Wealth Management, LLC   November 7, 2016 – We are proud to announce that Richard Gross, CFP®, CMFC®, MBA has joined Shone Wealth Management in Walnut Creek.

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.

Richard Gross says “I am delighted to join Shone Wealth Management, a well-regarded, locally owned fee-only financial planning and investment firm. I am looking forward to serving clients for many years”.

Mark Shone, the founder of Shone Wealth Management, adds “We are excited to have Richard join our firm. He adds depth, knowledge, experience and enhances the level of service to the clients of Shone Wealth Management”

 

About Shone Wealth Management

Read more at https://shoneassetmgmt.com

 

For more information contact
Mark Shone, CFP®
President, Shone Wealth Management, LLC
925-472-0874

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