Brendan StoneCA Insurance Lic# 4035191

Brendan Stone
CA Insurance Lic# 4035191

LPL Financial Advisor

Brendan began his career at Merrill Lynch Wealth Management in San Francisco and joined FB Investment Services in 2022. He specializes in Financial Planning for all types of clients, from small business owners to healthcare professionals and their families. In addition, Brendan has guided many Executives of publicly traded companies through diversification of concentrated equity positions while implementing strategies to minimizing downside risk. Born and raised in the SF Bay Area, Brendan and his family currently reside in San Francisco and is active in many philanthropic organizations. With his free time, Brendan enjoys golf, outdoor recreation, and spending time with his family and friends.