Will Stone Location
- Atlanta, GA, US
Will Stone Work
- 2021 - now President @ On Purpose Financial Management
- 2006 - now CERTIFIED FINANCIAL PLANNER™ @ On Purpose Financial Management
- 2003 - now CERTIFIED FINANCIAL PLANNER™ @
- 1996 - 2003 Propulsion Engineer @
Will Stone Education
- Georgia State University - J. Mack Robinson College of Business
MBA (Personal Financial Planning, Finance)
2000 - 2003 - Georgia Institute of Technology
Bachelor (Mechanical Engineering)
1991 - 1995
Will Stone Skills
- Retirement Plan Consulting
- Investment Strategies
- Non Profit Leadership
- Employee Benefits
- Charitable Gift Planning
- Long Term Care Planning
- Systems Engineering
- Java
- Multi Generational Planning
- Personal Finance
- Financial Planning
- Retirement Planning
- Cash Flow Management
- 401k Plan Consulting
- Retirement Income Strategies
- Disability Income Planning
- Statistical Tools
- Life Insurance Strategies
- Tax Planning Strategies
- Finance
- Estate Planning Strategies
- Business Succession Strategies
- Investment Management
- Legacy Planning
- College Education Planning
- Matlab
Will Stone Summary
- Will Stone, based in Atlanta, GA, US, is currently a President at On Purpose Financial Management. Will Stone brings experience from previous roles at On Purpose Financial Management, Raymond James Financial Services, Inc. and Delta Air Lines. Will Stone holds a 2000 - 2003 MBA in Personal Financial Planning, Finance @ Georgia State University - J. Mack Robinson College of Business. With a robust skill set that includes Retirement Plan Consulting, Investment Strategies, Non Profit Leadership, Employee Benefits, Charitable Gift Planning and more. Will Stone has 1 emails on RocketReach.
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