Broker Check

Randy Stone

Randy Stone has been in the financial services industry for over 22 years, obtaining FINRA series 7, 63 and 66 registrations.

Randy utilizes a professional team approach including CPAs, attorneys and other financial professionals to develop comprehensive financial strategies that are tailor made for his clients' needs. His primary goal is to educate clients and together identify their goals, values, and investment objectives. "Understanding is what empowers my clients to move forward with their financial plan and stay focused on their long-term goals."

Randy was born in the Philippines and immigrated to the United States, moving directly to Colorado when he was just nine years old. He is a father of identical twin boys who are currently attending the University of Colorado in Boulder.  Randy enjoys spending time with his sons boating, fishing, kayaking, hunting and enjoying Colorado's outdoors as much as possible.