Sierra Consulting Group

David Stone, founder of Sierra Consulting Group, has been in the financial services industry since 1992. We currently offer a comprehensive approach to financial & business planning including, but not limited to, risk management, retirement planning, retirement distribution planning, estate planning strategies, investment planning, business succession planning, employer benefits coordination & planning, tax reduction strategies, and charitable planning. The core of the financial services we deliver is anchored in a philosophy that without a concrete and transparent financial plan in place, most successful individuals will not achieve their maximum potential over the course of a lifetime. Working with our experienced and multi-faceted team, clients quickly gain new insight on their own financial lives. We look forward to the opportunity to serve you. Securities and investment advisory services offered through Osaic FA, Inc, member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA. CA Insurance License #0B01934