Brendan Stone
CA Insurance License #4035191

Brendan began his career at Merrill Lynch Private Wealth Management in San Francisco and joined FB Investment Services in 2022. He specializes in financial planning for all types of clients – this has ranged from succession or exit planning for family business owners to complex retirement planning for experienced professionals and their families. In addition, Brendan has guided many professionals and executives of publicly traded companies through diversification of concentrated equity positions by implementing strategies to designed with a goal to minimize downside risk.

Whether you are a young professional, seasoned executive or a family business looking at exit strategies for your next chapter into retirement, Brendan and his team are here to help guide you. Born and raised in the 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.