TREVOR STONE, CFP®, EA

ASSOCIATE ADVISOR

Trevor Stone is an Associate Advisor. As such, his job can be described as “where the rubber meets the road.” Trevor does a fantastic job of turning advisor and client requests into actionable tasks and bringing a plan to life. He works closely with the advisors to implement tax, investment, and financial planning strategies.

Trevor joined Parkshore Wealth after graduating from Utah Valley University with a Bachelor of Science in personal financial planning. Trevor is grateful that his role provides the opportunity to constantly learn while working with a cohesive team dedicated to helping clients achieve their “why” for life.

Outside of the office, the Folsom resident and former Eagle Scout enjoys quality time with his family and friends. He is a sports enthusiast and the Sacramento Kings’ #1 fan. His favorite destination is Kauai, Hawaii, and his favorite book is Dale Carnegie’s How to Win Friends and Influence People.

Education and Certifications

• CERTIFIED FINANCIAL PLANNER™ professional, Certified Financial Planner Board of Standards Inc.

• Enrolled Agent

• B.S. in Personal Financial Planning, Utah Valley University

Contact Trevor

Phone: (916) 797-3007
Email: trevor@parkshorewealth.com