Our History

Our team of professionals have nearly 20 years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Stone Financial Services has been serving the Orange County, Los Angeles and Inland Empire community for more than two decades. Stone Financials team of professionals explain the "whys" behind the planning process, and helps people gain the clarity and confidence to pursue their long-term goals. It's important for us to learn about a person's values, goals, dreams, and ambitions before we suggest any approach. "We can help identify potential roadblocks and uncover hidden opportunities."