Shannon Stone

Client Advisor | DHR

Shannon Stone, is a CFP® (Certified Financial Planner) and Client Advisor for DHR, having previously worked in operations, advisor support, and investment strategies. She brings many years of experience with several different investment firms, including a Bay Area bond investment firm.

Shannon earned dual B.S. degrees in Business Administration and Business Management from the University of Phoenix in Sacramento. She is certified as a Performance and Family Coach. Shannon served as president of the non-profit organization Visions for Teens at Risk. She enjoys on-going personal development and spending time with her children and husband.