Independent Registered Investment Advisor · Enrolled Agent
(530) 267-6150 info@RandallStone.com Form ADV

Financial planning · Tax advisory · Real-estate consulting

Clear analysis for consequential decisions.

Randall Stone Financial brings more than two decades of experience across investments, tax, real estate, public finance, and financial education to the decisions that shape a family, business, or property.

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Randall StoneFinancial
Independent analysis. Integrated advice.

Independent Registered Investment Advisor · Enrolled Agent · Real-estate consulting

Services

Three disciplines, one coordinated view.

Planning

Financial planning

Retirement, cash flow, education, investments, risk, estate goals, and the tradeoffs that connect them.

Tax

Tax preparation, planning, and advisory

Compliance work informed by forward-looking analysis of basis, timing, entities, transactions, and long-term consequences.

Real estate

Real-estate consulting

Acquisition, valuation, development, site selection, financing, ownership strategy, and coordination with architects, builders, and public agencies.

Integrated experience

Advice should connect the systems around the decision.

Randall Stone in a professional portrait

The work behind the advice

Money, law, land, and public systems.

Randall’s background spans securities and insurance licensing, financial planning, tax practice, real-estate brokerage and development, public administration, university instruction, affordable housing, capital stacks, and public-sector finance.

The point is not to display credentials like decorative silverware. It is to recognize when a tax issue is really a real-estate issue, when a planning question is really about family priorities, and when a clean spreadsheet is concealing a messy practical risk.

Review the full vita Personal and professional site

Tools and resources

Calculators are useful. Context is better.

Financial calculators

Explore automobile, cash-flow, college, credit, mortgage, insurance, paycheck, qualified-plan, retirement, savings, and tax questions.

Client documents

Access Form ADV, privacy information, messaging terms, and reviewed public documents without hunting through the site.

Scheduling and secure exchange

Use the contact path for a meeting. Sensitive financial or tax records belong only in the approved secure document channel.

Open financial tools Contact and scheduling

Beyond the firm

The public record is part of professional context, not business branding.

Personal and professional

Biography, family history, education, community institutions, athletic history, and the work that does not fit on a business card.

Public service

Chico, regional, and statewide work presented as a documented civic record, with verified sources separated from firsthand history.

Amateur radio and preparedness

K6RCS operating resources and Team Stone field doctrine remain distinct from the financial business while sharing the same accountable steward.

Direct contact

Contact Randall Stone Financial

Start with the record

Disclosure before salesmanship.

The current Form ADV describes the firm’s advisory business, services, fees, conflicts, professional background, and client agreement. It belongs near the front door, not buried in a footer where compliance documents go to become invisible.

Form ADV Part 2 Privacy practices
Office1390 Greenwich Drive
Chico, CA 95926-3190