Who We Are

We Are a Fee-only Financial Planning & Investment Management Firm

At Shone Asset Management, we work to help you achieve financial well-being.
From our headquarters in Walnut Creek, we provide fee-only financial planning, investment advice and wealth management services. As a fee-only firm, our transparent operations provide a unique level of trust and peace of mind.

Our values are built from the Investment Advisers Act of 1940 “Fiduciary Rule”, which states:
"…to act in the best interest of the customer without regard or other interest of the…investment advisor providing the advice."

– Section 211(g)(1)

This guarantees a level of transparency that underscores our commitment to put you first: Your goals and dreams drive all that we do.

Meet Our Team

Mark Shone, CFP®

President

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An industry veteran of nearly 30 years, Mark Shone is responsible for all aspects of financial planning and asset management, working directly with clients of the firm. Prior to founding Shone Asset Management in 2005, he was a managing director at Neuberger Berman and Lehman Brothers. Mark has a degree in Finance from California State University, Sacramento, completed his certificate in taxation at UCLA, as well as a course of study at the Wharton School. Mark is committed to helping clients maximize their full wealth potential: He enjoys helping families and clients map out the financial lives they want to create 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. In his free time, Mark enjoys golfing, is an avid sports fan and a drummer for the band Stagefrite which plays cover songs from the 80’s to today.


Richard Gross, CFP®, CMFC®, MBA

Vice President, Wealth Management

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Richard Gross, CFP®, CMFC®, MBA has been in the financial services industry since 2005. Prior to working as a fee-only wealth manager, he held executive level positions in the staffing and pharmaceutical industries. He has an MBA degree from Pepperdine University, an MS degree from Holy Names College and a BS degree from the University of Buffalo. 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.

Outside of the office, Richard enjoys walking, bike riding and taking yoga classes. Richard lives in Walnut Creek.


Gail Markham

Vice President, Operations

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Offering a wealth of well-rounded market experience, Gail has worked in the financial services industry since 1983: She has held various positions including bank manager, investment advisor, and 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 and Kelly, who are college students. When she’s not at work, Gail enjoys golfing, hiking, traveling, gardening, wine and college basketball.


Griffin Sheehy

Financial Analyst

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Griffin provides expertise in investments, financial planning and portfolio management. Prior to joining Shone Asset Management, he worked as an associate advisor at Waddell & Reed, an advisory firm specializing in financial and investment planning. Griffin holds Series 7 and Series 66 licenses—a background that reinforces the need for ongoing plan review and balance. Griffin gained valuable experience as an intern at Northwestern Mutual in Sacramento; and at Streetwise Reports, a commodities market research firm. A graduate of Cal Poly San Luis Obispo’s Orfalea College of Business, he earned a BS degree in Quantitative Economics concentrated in Financial Management.

In his free time, he enjoys outdoor activities including beach trips and hiking. He’s not one to shy away from competition: Griffin is active in local sports leagues, playing baseball and basketball.

Brianna Gutierrez

Financial Advisor

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Brianna is a financial advisor here at Shone Asset Management. She supports various projects in the financial planning process and specializes in 401k plan implementation as well as client engagement. A graduate from Saint Mary’s College of California, Brianna earned a BS degree in Business Administration with a concentration in Financial Management. Brianna also holds her Series 65 license, which qualifies her to provide investing and financial advice to clients. In her free time, Brianna enjoys biking, swimming, traveling, and hanging out with friends.

Let's talk about you

Call us today


(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.