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Shannon Stone, Cfp®, Ricp®, Cdfa® Email & Phone Number

Wealth Advisor & Financial Planner at Parallel Advisors, LLC

Location: San Francisco Bay Area, United States 5 work roles 5 schools

1 work email found @sbcglobal.net 1 phone found area 925 LinkedIn matched

✓ Verified August 2026 4 data sources Profile completeness 100%

Current company

Parallel Advisors, LLC

Role

Wealth Advisor & Financial Planner

Location

San Francisco Bay Area, United States

Company size

65 employees

Who is Shannon Stone, Cfp®, Ricp®, Cdfa®? Overview

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Quick answer

Shannon Stone, Cfp®, Ricp®, Cdfa® is listed as Wealth Advisor & Financial Planner at Parallel Advisors, LLC, a with 65 employees, based in San Francisco Bay Area, United States. AeroLeads shows a work email signal at sbcglobal.net, phone signal with area code 925, and a matched LinkedIn profile for Shannon Stone, Cfp®, Ricp®, Cdfa®.

Shannon Stone, Cfp®, Ricp®, Cdfa® previously worked as Wealth Advisor at Parallel Advisors, Llc and Lead Wealth Advisor at Griffin Black, Inc.. Shannon Stone, Cfp®, Ricp®, Cdfa® holds Certificate In Personal Financial Planning from University Of California, Berkeley.

Company email context

Email format at Parallel Advisors, LLC

This section adds company-level context without repeating Shannon Stone, Cfp®, Ricp®, Cdfa®'s masked contact details.

*@sbcglobal.net

68% confidence

AeroLeads found 1 current-domain work email signal for Shannon Stone, Cfp®, Ricp®, Cdfa®. Compare company email patterns before reaching out.

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Profile bio

About Shannon Stone, Cfp®, Ricp®, Cdfa®

Experienced Financial Planner and operations management expertise. Skilled in Portfolio Management, Problem Solving, Operations Management, Compliance Assistance, Client Relationships, Investment Management, Financial Planning, Team Building, Conflict Management and Life Behaviors. Strong finance professional graduated from University of California, Berkeley Extension.

Listed skills include Wealth Management, Investment Advisory, Finance, Retirement Planning, and 12 others.

Current workplace

Shannon Stone, Cfp®, Ricp®, Cdfa®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Parallel Advisors, Llc

Wealth Advisor & Financial Planner

san francisco, california, united states

Website

paralleladvisors.com

Employees

65

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Company profile

View company profile Email format

5 roles · 20 years

Shannon Stone, Cfp®, Ricp®, Cdfa® work experience

A career timeline built from the work history available for this profile.

Wealth Advisor

Current

Parallel Advisors, Llc

San Francisco Bay Area

Feb 2023 - Present

Lead Wealth Advisor

Griffin Black, Inc.

Redwood City, California, United States

Feb 2022 - Feb 2023

Advisor, Financial Planner & Operations Manager

Dhr Investment Counsel

Oakland, Ca

Client facing advisor while driving the daily operations of a Registered Investment Advisory firm. Responsibilities include overall operations of the firm.

Aug 2009 - Jan 2022

Paraplanner

Ameriprise Financial Services, Llc.

Walnut Creek, Ca

Paraplanner- supported a financial advisor creating financial plans. Trading, compliance and operations support.

2007 - 2009 ~2 yrs

Vp Operations

Alamo Capital

VP of Operations. Compliance audit lead.

Nov 1999 - Mar 2006

Team & coworkers

Colleagues at Parallel Advisors, LLC

Other employees you can reach at paralleladvisors.com. View company contacts for 65 employees →

RH

Rob Henrich, Cfa, Cfp Colleague at Parallel Advisors, LlcDayton, Ohio, United States View → LW

Lia Whisler Seara, Cfp®, Cdfa®, Aif® Colleague at Parallel Advisors, LlcSan Francisco Bay Area, United States View → FL

Fritz Linkner, Cfa Colleague at Parallel Advisors, LlcSan Francisco, California, United States View → SS

Savanna Schneider Colleague at Parallel Advisors, LlcDayton, Ohio, United States View → RK

Roy Kissin Colleague at Parallel Advisors, LlcSan Francisco Bay Area, United States View → RB

Reggie Baggao Colleague at Parallel Advisors, LlcSan Francisco, California, United States View → JR

Jason Richards, Cfa Colleague at Parallel Advisors, LlcScottsdale, Arizona, United States View → KS

Kameron Smith, Cfp® Colleague at Parallel Advisors, LlcTroy, Ohio, United States View → GJ

Gray Jaggers Colleague at Parallel Advisors, LlcSan Francisco Bay Area, United States View → MC

Mollie Courtney Colleague at Parallel Advisors, LlcMiamisburg, Ohio, United States View →

5 education records

Shannon Stone, Cfp®, Ricp®, Cdfa® education

Certificate In Personal Financial Planning

University Of California, Berkeley

Certification In Performance Coaching

Resource Realizations

Certification In Family Coaching

Resource Realizations

Bs Business Administration & Bs Business Management

University Of Phoenix

Ceritification In Dream Coaching

Marcia Wieder Dream Coach University

FAQ

Frequently asked questions about Shannon Stone, Cfp®, Ricp®, Cdfa®

Quick answers generated from the profile data available on this page.

What company does Shannon Stone, Cfp®, Ricp®, Cdfa® work for?

Shannon Stone, Cfp®, Ricp®, Cdfa® works for Parallel Advisors, LLC.

What is Shannon Stone, Cfp®, Ricp®, Cdfa®'s role at Parallel Advisors, LLC?

Shannon Stone, Cfp®, Ricp®, Cdfa® is listed as Wealth Advisor & Financial Planner at Parallel Advisors, LLC.

What is Shannon Stone, Cfp®, Ricp®, Cdfa®'s email address?

AeroLeads has found 1 work email signal at @sbcglobal.net for Shannon Stone, Cfp®, Ricp®, Cdfa® at Parallel Advisors, LLC.

What is Shannon Stone, Cfp®, Ricp®, Cdfa®'s phone number?

AeroLeads has found 1 phone signal(s) with area code 925 for Shannon Stone, Cfp®, Ricp®, Cdfa® at Parallel Advisors, LLC.

Where is Shannon Stone, Cfp®, Ricp®, Cdfa® based?

Shannon Stone, Cfp®, Ricp®, Cdfa® is based in San Francisco Bay Area, United States while working with Parallel Advisors, LLC.

What companies has Shannon Stone, Cfp®, Ricp®, Cdfa® worked for?

Shannon Stone, Cfp®, Ricp®, Cdfa® has worked for Parallel Advisors, Llc, Griffin Black, Inc., Dhr Investment Counsel, Ameriprise Financial Services, Llc., and Alamo Capital.

Who are Shannon Stone, Cfp®, Ricp®, Cdfa®'s colleagues at Parallel Advisors, LLC?

Shannon Stone, Cfp®, Ricp®, Cdfa®'s colleagues at Parallel Advisors, LLC include Rob Henrich, Cfa, Cfp, Lia Whisler Seara, Cfp®, Cdfa®, Aif®, Fritz Linkner, Cfa, Savanna Schneider, and Roy Kissin.

How can I contact Shannon Stone, Cfp®, Ricp®, Cdfa®?

You can use AeroLeads to view verified contact signals for Shannon Stone, Cfp®, Ricp®, Cdfa® at Parallel Advisors, LLC, including work email, phone, and LinkedIn data when available.

What schools did Shannon Stone, Cfp®, Ricp®, Cdfa® attend?

Shannon Stone, Cfp®, Ricp®, Cdfa® holds Certificate In Personal Financial Planning from University Of California, Berkeley.

What skills is Shannon Stone, Cfp®, Ricp®, Cdfa® known for?

Shannon Stone, Cfp®, Ricp®, Cdfa® is listed with skills including Wealth Management, Investment Advisory, Finance, Retirement Planning, Investment Strategies, Investment Management, Investments, and Financial Planners.

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