Randall Stone Financial Planning & Real Estate

Recognized as accomplished advisors in both the financial services and real estate industries, they hold Series 7, 63, and 65 securities licenses and are a registered fiduciaries. They also hold current life, health, and disability insurance license in the state of California as well as a current California real estate brokerage license. Services are offered as a complete package with a la carte and hourly services routinely provided. Randall's most recent project, in addition to maintaining his independent financial planning practice include developing affordable housing communities throughout California. As a developer and development director, Randall is responsible for managing development, financing, and entitlement processes for his affordable housing projects and for administering proposed relocation plans as well as coordinating with social services groups for the developments. Randall routinely functions as a development consultant to various individuals and entities looking for entitlement and predevelopment assistance with local and regional government agencies.