Professional history
Randall Stone Financial grew out of more than two decades across investments, tax, real estate, development, teaching and public finance. The subjects overlap in real life, so the work does too. What matters is keeping the scope, assumptions, tradeoffs and uncertainty visible to the client.
Randall Stone
Randall’s professional work began with securities and insurance licensing in 2002, moved into independent planning and real estate in 2004, brokerage and development in 2005, and later added teaching, tax leadership and a long public-service record.
The common thread is less glamorous than a branding exercise: understand the system, identify the constraints, explain the tradeoffs and remain around long enough to see what actually happened.
Securities qualification history includes the Series 7, Series 66 and Series 31 examinations. Investment-advisory and financial-planning services are currently offered in California; earlier state insurance licensing is no longer maintained.
Randall Stone Financial and self-employment began alongside California real-estate sales work.
California broker licensing, agent supervision, site selection, development analysis and affordable-housing work followed. The broker license is no longer active; current real-estate work through Randall Stone Financial is consulting, financial analysis, development and finance work rather than brokerage.
Eight years on the Chico City Council, including two as mayor, plus regional transportation, housing, governance and public-finance responsibilities.
University teaching forced practical experience into a form students could question, test and apply.
Enrolled Agent work and tax-department leadership widened the tax practice while retaining the broader planning framework.
Oregon practice
Randall is preparing to register with the Oregon Board of Tax Practitioners as an Oregon Registered Enrolled Agent. Oregon’s 2026 rules allow eligible Enrolled Agents to apply for that registration; the application is not described here as complete until the Board says it is complete.
Oregon Board informationTax representation
Randall is currently taking the National Association of Enrolled Agents’ National Tax Practice Institute Representation Level 1 course. Coursework in progress is coursework in progress—not a finished credential wearing a fake mustache.
NAEA NTPI
The practice uses Randall Stone. Some regulatory, corporate, university, and public records use Randall C. Stone or Randall C Stone. Older community records may use Randy Stone. The current professional identity is Randall Stone, MPA, EA, of Randall Stone Financial in Chico.
Housing development sharpens real-estate analysis. Public budgets sharpen public-finance judgment. Tax work changes the timing of decisions. Teaching punishes muddy explanations. And every elegant plan eventually has to survive contact with an actual household, where spreadsheets become considerably less impressed with themselves.
The business site stays focused on client work, but judgment does not appear from nowhere. Parent, spouse, volunteer, former mayor, teacher, athlete and radio operator are all part of what gets noticed when a supposedly simple question lands on the desk.
