David P. Stone, CPA, CERTIFIED FINANCIAL PLANNER™ Professional, is a founding member of Tartan Wealth Management LLC and specializes in comprehensive financial planning, portfolio management, innovative investment strategies, and retirement planning with a focus on tax-efficient wealth preservation.
Dave has been involved in the investment industry since 1989. Prior to founding Tartan Wealth Management LLC, Dave spent 21 years working closely with financial advisors delivering investment product solutions to individuals and institutions. He has been associated with such firms as Goldman Sachs, PIMCO, and firms that provide alternative investment strategies.
Dave is a CPA in Ohio and a CERTIFIED FINANCIAL PLANNER™ Professional. He is originally from the Akron area and earned his bachelor’s degree from Kent State University and his MBA from the University of Dayton. His current securities licensing includes FINRA Series 7, 63, 65 registrations, along with his Life, Accident, and Health Insurance license.
Dave lives in Dublin with his wife, Kelly and their three children- Taylor, Sydney, and Ryan. In his free time he enjoys golfing, reading, and coaching basketball.