# Sunstone Financial

Sunstone Financial is a RIA based in Phoenix.

## Overview

- **Organization type:** RIA
- **Headquarters:** Phoenix
- **Founded:** 2004
- **Assets under management:** Undisclosed
- **Website:** https://sunstonefinancial.com

## Regulatory record

- **CRD number:** 312894
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/312894

## About

Sunstone Financial is a comprehensive financial advising firm that uses a goal-based investing approach. The firm aims to understand clients' objectives and link them to individual, customized investment strategies, going beyond traditional money management toward financial wellness. Their process centers on discovering goals such as retirement, college planning, and starting a business, then assessing, evaluating options, implementing, and managing change.

## People

- Mark Godfrey — Financial Advisor
- Mastaneh Godfrey — Operations Specialist
- Darius Godfrey — Financial Advisor

## Questions

### What is Sunstone Financial's investment focus?

Sunstone Financial's investment focus is not publicly disclosed. No sector or asset-class preferences have been reported.

### Who founded Sunstone Financial?

The founder of Sunstone Financial is not publicly known. No names of principals or founding individuals appear in public records.

### Where is Sunstone Financial headquartered?

Sunstone Financial's headquarters location is not confirmed in public sources.

### Has Sunstone Financial made any known investments?

No specific investments, portfolio companies, or deal activity have been publicly attributed to Sunstone Financial.

### How can I contact Sunstone Financial?

Sunstone Financial does not maintain a publicly available website, phone number, or email address. Contact information is not disclosed.

### Is Sunstone Financial related to other financial firms?

No publicly documented relationships, affiliates, or parent companies are known for Sunstone Financial.

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Last updated: 2026-08-11T15:08:11.274Z

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