TREVOR STONE, CFP®, EA

ADVISOR

Trevor Stone is an Advisor at Parkshore Wealth Management. He works closely with clients to implement financial planning, investment, and tax strategies. Trevor’s passion is liberating clients from the stresses and looming unknowns surrounding finances and guiding them toward financial freedom.

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 Man’s Search for Meaning by Viktor Frankl.

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