Back to top

Bio

Terry L. Stone, CPA/PFS, AEP

I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. The focus is designed to help you reach your goals, giving you greater peace of mind.

For more than 25 years, I've provided clients with the support they need to identify their goals and develop sound plans for their financial future.

Designations and Degrees

  • Certified Public Accountant, 1973
  • Accredited Estate Planner, 1997
  • Personal Financial Specialist, 2007
  • California State University, Fresno, B.S. Accounting, 1971

Professional Contributions

  • American Institute of Certified Public Accountants, Member, Fresno, CA
  • Fresno Chapter, California Society of CPAs, Past President, Fresno, CA
  • Fresno Estate Planning Council, Past President, Fresno, CA
  • National Association of Estate Planners and Councils, Member

Work Experience

  • Price Waterhouse & Co., Los Angeles, CA
  • Sheldon P. Lewis & Co., Fresno, CA
  • Just, German & Stone, CPAs, Reedley, CA
  • Builders Concrete, Inc. & River Rock Products, V.P. & Controller, Fresno, CA
  • Terry L. Stone, CPA, Fresno, CA

Community Service

  • Rotary Club of Fresno, Member, Fresno, CA

Personal