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.

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