Constance A. Stone, CFP®
Chagrin Falls, Ohio Financial Planner

Connie Stone is President of Stepping Stone Financial Inc., a no-commission, fee-only Registered Investment Advisor.  Connie serves her clients, seasoned by practicing financial planning and income tax preparation with people across the financial spectrum since 1986. Before co-founding Stepping Stone Financial, she most recently served as a senior consultant and manager of executive engagements for senior corporate executive clients of a Fortune 500 national bank. Earlier, she consulted in a fee-based boutique-style financial planning firm, a mutual fund company and as a benefits counselor for the State Teachers Retirement System of Ohio. Connie believes that education is the best investment. She taught personal financial planning as an adjunct faculty member for the College of Financial Planning and various non-profit organizations devoted to enhancing financial education and self-sufficiency. She currently serves as one of seven ambassadors on behalf of the CFP® Board of Standards. As a spokesperson for the CFP Board, Connie promotes financial health among consumers, help them to recognize and choose competent and ethical financial planners who will put their interests first. Connie often provides research material for journalists and has been quoted in The Wall Street Journal, Kiplinger Magazine, The Journal of Financial Planning, The Plain Dealer and Woman's Day among other publications. Connie graduated from The Ohio State University with a Bachelor of Arts in Political Science. She's a Certified Financial Planner® professional and Accredited Tax Preparer®. Connie inactivated her insurance and investment sales licenses after two years, in favor of providing unbiased, fee-only planning.

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