Five Star award winner David E. Stone, MBA, CFP®, ChFC®, CLU®, CBEC®, CRPC®

PROFESSIONAL PROFILE

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David E. Stone, MBA, CFP^®, ChFC^®, CLU^®, CBEC^®, CRPC^®

Founder

Sierra Consulting Group

1013 Galleria Blvd., Ste 290

Roseville, CA 95678

Office: 916-415-7062

David.Stone@SierraConsultingGroup.com
www.SierraConsultingGroup.com

Professional Approach

Since 1992, Sierra Consulting Group of Roseville, California has been guided by an unwavering commitment to placing clients’ interests first. Through comprehensive wealth management, retirement solutions, business planning and Personal CFO services, the firm provides experienced insight and sophisticated financial strategies designed to help clients achieve their investment objectives. The first priority is always helping clients care for themselves, their businesses and their families, beginning with a deep understanding of each client’s personal circumstances, long-term goals and tolerance for risk. Long-term relationships built on open and honest communication have been central to the firm’s success. The financial services delivered by Sierra Consulting Group are grounded in the belief that without a clear, disciplined, and transparent financial plan or business plan, even highly successful individuals and businesses may fall short of their full lifetime potential. For this reason, the firm’s work with many clients begins in the financial or business planning arena, establishing a strong foundation for informed decision-making and enduring financial confidence.

See Accomplishments

This award was issued on 02/01/2026 by Five Star Professional (FSP) for the time period 05/15/2025 through 12/03/2025. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 1329 Sacramento-area wealth managers were considered for the award; 82 (6 % of candidates) were named 2026 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2025: 1,288, 39, 3%, 2/2/25, 5/15/24 - 11/29/24; 2024: 1,163, 110, 9%, 2/1/24, 5/15/23 - 11/30/23; 2023: 946, 107, 11%, 2/1/23, 6/6/22 - 12/9/22; 2022: 1,082, 94, 9%, 2/1/22, 6/14/21 - 12/10/21; 2021: 1,080, 96, 9%, 2/1/21, 6/1/20 - 12/18/20; 2020: 1,006, 99, 10%, 2/1/20, 5/27/19 - 12/20/19; 2019: 997, 115, 12%, 2/1/19, 5/31/18 - 12/21/18; 2018: 902, 99, 11%, 2/1/18, 6/2/17 - 12/29/17; 2017: 641, 170, 27%, 1/1/17, 4/26/16 - 12/28/16; 2016: 597, 179, 30%, 1/1/16, 8/5/15 - 12/31/15; 2015: 1,011, 210, 21%, 2/1/15, 8/5/14 - 12/31/14; 2014: 809, 167, 21%, 2/1/14, 8/5/13 - 12/31/13; 2013: 1,040, 202, 19%, 2/1/13, 8/5/12 - 12/31/12; 2012: 881, 175, 20%, 2/1/12, 8/5/11 - 12/31/11.

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Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.