Richard Gross has joined Shone Asset Management
Walnut Creek, CA Shone Asset Management, LLC November 7, 2016 – We are proud to announce that Richard Gross, CFP®, CMFC®, MBA has joined Shone Asset 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 Asset 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 Asset 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 Asset Management”
About Shone Asset Management
Read more at http://www.shoneassetmgmt.com
For more information contact
Mark Shone, CFP®
President, Shone Asset Management, LLC