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Jason Stone, CFP®, CPWA®

Jason Stone, CFP®, CPWA®

Managing Partner

Jason Stone, CFP®, CPWA® has been in the financial services industry since 2008. Jason earned degrees in both Management and Finance from California State University Long Beach. Jason has been a member of numerous networking groups and organizations, and is a founding member of BNI Playmakers. He is now the Chairman of the Board for Comprehensive Child Development in Long Beach, a non-profit organization that specializes in early childhood education and support to families. Jason is married with three kids, Landen, Avery and Owen. In his free time, he is a sports nut and passionate about service to others.