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