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Shawn Stone

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Background & Family Life

Nestled in the vibrant community of North Dallas, Shawn finds his greatest joy in spending quality time with his loving family. He shares his life with his cherished wife, two vibrant daughters, and a beloved French bulldog named Lou. Weekends are often spent cheering on his daughters at their cheer and volleyball events, attending sporting events, or honing his skills on the golf course. In addition to his family commitments, Shawn actively contributes to the Special Olympics, a cause that resonates deeply with his spirit of giving back.

“Shawn Stone is a dedicated Retirement Planner who has devoted his career to helping individuals transform their financial aspirations into reality. With an unwavering commitment to providing top-notch advice and strategies, Shawn's journey has been fueled by a genuine passion for assisting clients in achieving their retirement goals. He provides top-tier advice, impeccable service, and tailored strategies with the goal of giving his clients peace of mind. In every interaction, Shawn's dedication to empowering lives through financial planning shines brightly.”

– Ken Moraif

Business Philosophy

Shawn’s professional journey has been influenced by his personal experiences. Growing up in challenging economic circumstances, he recognized the importance of financial literacy from an early age. This realization ignited a strong desire to empower himself and others through education, leading him to a fulfilling career in financial services. His personal journey has given him a unique perspective and a heartfelt understanding of the transformative power of financial planning.

At the heart of Shawn’s business philosophy lies his unwavering belief that each client deserves the very best. His ultimate goal is to alleviate financial uncertainty, allowing his clients to relish their retirement years without worry.

One of the most rewarding aspects of Shawn’s role is the relationships he cultivates with his clients. These connections often evolve into deep-rooted partnerships, mirroring the sense of family that he holds dear. From celebrating monumental milestones like weddings and births to witnessing the joy of growing families through generations, Shawn is honored to be a part of his clients’ journeys.

Shawn is dedicated to guiding you through each step of your retirement journey. He hopes that your retirement dreams can be realized and your future secure.

Education

Bachelor of Arts from West Texas A&M University

Chartered Retirement Planning Counselor™

Prior Business Experience

Financial Advisor, JP Morgan

Wealth Manager, TIAA Cref

Registered Investment Consultant for Oklahoma and Arkansas, Fidelity

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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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