About: Constance Stone, CFP®
- Constance Stone, CFP®, began her financial planning career in 1986, became certified in 1992 and served a diverse range of clients in small to large organizations over the past 25 years. She co-founded Stepping Stone Financial, Inc. to provide fiduciary fee-only™ financial planning to middle and upper income clients. She is honored to serve as ambassador for the CFP® Board of Standards and as a pro bono planner for the Financial Planning Association (FPA). Connie is active in the Alliance of Cambridge Advisors and the National Association of Personal Financial Advisors. She has been quoted in several local and national publications, including the Wall Street Journal, Kiplinger’s Personal Finance Magazine and the Journal of Financial Planning. Personally, Connie enjoys reading, creative activities, swimming and the outdoors.