Shawn Stone - Retirement Planners of America

Shawn Stone

Family

Shawn currently lives with his family in North Dallas. When not with clients, Shawn can be found with friends and family at any sporting event, or on the golf course or studying the disciplines of Mixed Martial Arts. He also likes to donate his time to coaching youth athletics and the Special Olympics.

Business Philosophy

Shawn got into the business because he has passion for truly helping people realize their financial goals and dreams. He believes that clients should receive top notch advice, service, and strategies from any financial professional they see. His ultimate goal is to provide peace of mind to clients.

“You only have to do a very few things right in your life so long as you don’t do too many things wrong”-Warren Buffett

Education

Bachelor of Arts from West Texas A&M University

Business Experience

Shawn has worked for some of the largest financial firms and investment management companies from 2004-2013 including Wells Fargo, JP Morgan, Fidelity Investments, and TIAA-CREF. In that time, he worked with clients, advisors, and plan sponsors to deliver the best financial and retirement strategies.

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RPOA Advisors, Inc. (d/b/a Retirement Planners of America ) (“Retirement Planners of America”, “RPOA”) is an SEC registered investment adviser with a primary business location in Plano, Texas. Registration as an investment adviser is not an endorsement by securities regulators and does not imply that Retirement Planners of America has attained a certain level of skill, training, or ability. The “Invest and Protect Strategy” (the “Strategy”) refers to a strategy that Retirement Planners of America fundamentally employs for its clients. Retirement Planners of America previously employed a similar strategy that it referred to as the “buy, hold, and sell” strategy or “buy hold, and protect” strategy. Past performance does not guarantee future results. Therefore, current or prospective clients should not assume that the future performance of the Strategy, any specific investment, or any other investment strategy that Retirement Planners of America recommends will be profitable or equal to past performance levels. All investment strategies have the potential for profit or loss. References to recommendations made under the Strategy that predate 2011; and statements such as and similar to: “we told our clients to be out of the market in 2007 and 2008,” “we told our clients to get back into the market in 2009,” and “clients that followed our advice were out of the market in 2008;” refer to strategies collectively employed and recommendations collectively made by Retirement Planners of America’s principals while employed at Eagle Strategies, LLC., and also at Cambridge Investment Research Advisors, Inc. Three of the five principals remain as principals today, including the Retirement Planners of America’s founder, Ken Moraif. 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