FacultyFaculty/Author Profile

David Stone

Aria Retirement Solutions
Chief Executive Officer
San Francisco, CA, USA


David Stone formed Aria in 2009 to specifically address the growing demand for guaranteed income solutions for independent investment advisors (RIA's).  Aria is a multi-product open architecture technology and distribution platform exclusively serving RIA's. David has over 24 years experience in financial services as a senior legal counsel to major life insurance companies, mutual funds and broker/dealers with a specific expertise in annuity product development and distribution. Prior to Aria, David was Vice President and Associate General Counsel for Charles Schwab Insurance Services.  Prior to Schwab, David was in-house counsel at Allstate Financial where he worked as lead counsel on numerous product development projects for a broad range of broker/dealer and bank distributors. David has also been a frequent speaker at industry conferences and active participant on numerous committees dedicated to retirement income product solutions.

David Stone is associated with the following items:
CHB Chapters  CHB Chapters Securities and Exchange Commission Registration Statements, Amendments Thereto and Prospectuses for Equity Index Products (As of November 10, 2011) - Securities Products of Insurance Companies and Evolving Regulatory Reform 2012 , Wednesday, January 25, 2012
Securities and Exchange Commission Registration Statements, Amendments Thereto and Prospectuses (Including Free Writing Prospectuses) for Contingent Deferred Annuities (As of November 10, 2011) - Securities Products of Insurance Companies and Evolving Regulatory Reform 2012 , Wednesday, January 25, 2012
Stand Alone Living Benefits--The Future Is Now - Securities Products of Insurance Companies and Evolving Regulatory Reform 2012 , Wednesday, January 25, 2012
Audio CD  Audio CD Securities Products of Insurance Companies and Evolving Regulatory Reform 2012 , Wednesday, February 22, 2012 , New York, NY
DVD Video  DVD Video Securities Products of Insurance Companies and Evolving Regulatory Reform 2012 , Wednesday, March 07, 2012 , New York, NY
Print Share Email