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Randall S

Series 66

Chico, CA

Randall Stone Financial

Randall Stone is the principal of Randall Stone Financial and holds a Series 66 designation with 18 years of industry experience. He has worked at Bean Counting Firm, Inc. since 2022 and founded Randall Stone Financial in 2007. Outside of his financial advisory work, he serves as an adjunct professor and is involved in real estate development as a director of development for a separate business entity. Randall Stone Financial provides investment consulting, portfolio management, financial and estate planning, real estate investment advisory, and tax-preparation services to pooled investment vehicles, institutional investors, charitable institutions, and select individuals. The firm employs cyclical, fundamental, and technical analysis with strategic and tactical asset allocation tailored to client objectives, while also maintaining a registered tax-preparation practice and offering real estate development advisory.

General estate planning guidance Retirement income strategy College savings (529s, UTMA, etc.) Real estate investing Founder/Business Owner
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