Topline | Toni Stone

See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Toni Stone

Senior Account Executive at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Strategic Financial Solutions</span>

Intro Book

Certified retirement planning expert delivering strategic financial solutions.

Claim this Profile

Location

Cedar Rapids, Iowa, United States, US

Skills

401 And Simple Iras
Asset Allocation
Business Continuation Strategies
Deferred Compensation Plans
Executive Benefits Strategies
Traditional And Roth Iras
Pension Plans
Retirement Planning
Tax Deferred Savings
Show all

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$125.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Toni Stone has 22 years of experience in the financial industry, with a strong background in retirement planning and executive benefits strategies. She’s a Certified Plan Fiduciary Advisor (CPFA) and has worked for several prominent companies, including Strategic Financial Solutions and Principal Financial Group. Location is Cedar Rapids, Iowa, which is a mid-sized city with a relatively lower cost of living. Financial experts with her level of experience and certification typically charge higher rates in larger cities or with more complex clients. Maybe around $200–$300 per hour? But considering her expertise and certification, maybe higher. Some financial planners with similar experience might average $250–$350. So I’ll estimate around $275}

Bio

Generated by

Topline AI

Toni Stone is a seasoned financial expert with 22 years of experience in retirement planning, asset allocation, and executive benefits strategies. She has held senior roles at Strategic Financial Solutions, Transamerica Retirement Solutions, and Principal Financial Group, providing guidance on 401 and simple IRAs, pension plans, and tax-deferred savings. Stone is a Certified Plan Fiduciary Advisor (CPFA) and has a strong presence in Cedar Rapids, Iowa.

Credentials

Certified Plan Fiduciary Advisor (CPFA®)

National Association of Plan Advisors

Jan, 2024
- May, 2026

Experience

Strategic Financial Solutions
- Senior Account Executive
  - Jan 2012 - Present
  Securities offered through Commonwealth Financial Network®, Member FINRA/SIPC. This communication is strictly intended for individuals residing in the state of Iowa. No offers may be made or accepted from any resident outside this state due to various state requirements and registration requireme...
Transamerica Retirement Solutions
- Account Consultant
  - 2009 - 2011
Principal Financial Group
- Des Moines, Iowa Area
- Client Service Associate
  - Dec 1999 - Jun 2009
  - Des Moines, Iowa Area

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

The High-Trust Way To Connect with Decision Makers

Humans & AI working together to help you grow.

See How Many Clients You're Missing Each Month

Toni Stone

Refer a Friend to Get
100 Credits For FREE

$125.0

Hourly Rate