Randall Stone Financial
Financial planning, tax planning and advisory services, real-estate finance consulting, and financial analysis. Founded in 2004.
Education · credentials · experience · public record
Randall Stone — curriculum vitae
Finance, federal tax practice, real estate, public finance, teaching, government and nonprofit leadership—assembled here as part of the professional record of Randall Stone Financial. Linked organization names open official websites or authoritative public records so each role can be evaluated in context.
Professional contact: info@RandallStone.com · (530) 267-6150. Financial-planning and investment-advisory services are offered in California; federal tax planning and preparation are available nationwide. Meetings are available remotely, in Chico, and by appointment in Bremerton, Washington.
Current work
Current professional focus
Bean Counting Firm, Inc.
Tax Department Manager and Enrolled Agent, 2022–present.
Stone AHF, LLC
Member and Director of Finance, 2005–present.
Education
- Master of Public Administration with Distinction, California State University, Chico.
- Bachelor of Science, Business Administration—Finance, California State University, Chico.
- Bachelor of Science, Economics, California State University, Chico.
Credentials and professional standing
- Enrolled Agent, admitted to practice before the Internal Revenue Service.
- Series 7, Series 66 and Series 31 examinations; California-registered investment-advisory practice.
- California real-estate broker and real-estate developer, 2005–2020.
Investment Adviser Public Disclosure — firm CRD 142729 · IRS information about Enrolled Agents
Professional experience
Practice, finance, tax and teaching
| Dates | Role | Scope |
|---|---|---|
| 2004–present | Financial Planner / Enrolled Agent / Real Estate Consultant Randall Stone Financial |
Integrated financial planning, federal tax planning and preparation, real-estate analysis, and client decision support. |
| 2022–present | Tax Department Manager / Enrolled Agent Bean Counting Firm, Inc. |
Tax-department management, preparation, planning, review and client service. |
| 2005–present | Member / Director of Finance Stone AHF, LLC |
Affordable-housing finance, ownership and organizational financial oversight. |
| 2017–2023 | Faculty / Lecturer California State University, Chico |
Real Estate Finance. |
| 2005–2020 | Real Estate Broker and Developer | Brokerage, development, feasibility, project finance, valuation and client representation. |
| 2002–2004 | Financial-advisory and securities work | Morgan Stanley and A.G. Edwards & Sons. |
Housing, development and public finance
Experience includes site selection, development financial reports, sources-and-uses analysis, capital stacks, affordable-housing finance, LIHTC and other public-finance structures, feasibility, brokerage, valuation, resident relocation, accessibility and the intersection of property decisions with public policy.
Government and regional service
Government and regional public service
- City of Chico: Councilmember, 2012–2020; Mayor, 2018–2020. First Latino Councilmember and Mayor in Chico’s history.
- Butte County Assessment Appeals Board: Member, 2017–2025; Chair, 2019–2023. Quasi-judicial property-valuation appeals.
- Butte County Association of Governments: Board of Directors, 2012–2015 and 2018–2020.
- Butte Regional Transportation Corporation: Board of Directors, 2013–2026. Regional transportation capital finance and New Markets Tax Credit work.
- League of California Cities: Statewide Board of Directors, 2018–2020; Sacramento Valley Division Board, 2013–2020; Housing, Community & Economic Development Committee, 2015–2020; Governance, Transparency & Labor Relations Committee, 2016–2020.
- Camp Fire Housing Recovery Task Force: Countywide recovery-housing work, 2018–2019.
- Americans with Disabilities Transition Committee: Accessibility-route and ADA/Section 504 work, 2013–2021.
Community and organizational leadership
Nonprofit, cultural and civic work
- Shalom Free Medical Clinic: Board leadership, governance and safety-net service.
- Ballet Folklórico Rosas de María — Seeds of Tradition: Co-founder and Treasurer of a California nonprofit public-benefit cultural organization.
- Special Olympics and inclusive athletics: Long-term coaching, leadership and local-event advocacy.
- Golden Empire Amateur Radio Society: More than a decade of board service and licensing instruction; former president.
- Chico Running Club: Former president and board member for more than a decade; race director and long-running participant. Board service concluded in 2026.
- Chico Junior High School cross-country: Volunteer assistant coach, 2026–present.
Selected honors, athletics and affiliations
- Team USA triathlon, 1992 and 1993; USTS national champion, 1992; Triathlon All-American, 1993; World Championship team gold, Manchester, England, August 1993.
- Sigma Chi Fraternity—Life Loyal Sig; Beta Pi chapter at Oregon State University and later Kappa Theta affiliation at Chico State.
- Phi Theta Kappa International Honor Society.
- Golden Key International Honour Society.
- Amateur Extra radio operator, K6RCS, licensed in 2004; radio instruction, emergency communications, field operation and technical experimentation.
Professional record
Check the current source.
This CV supplies the complete background record used by Randall Stone Financial. Current regulatory information is available through the firm’s Form ADV and IAPD record. Engagement scope, services and conflicts are governed by current written disclosures and agreements—not by a biographical summary.
Updated September 3, 2026.