Stacy is a comprehensive fee-only Financial Planner and will be based out of our San Ramon office. She joined Insight in April and brings 25 years of financial planning and investment experience to the firm. Stacy’s expertise includes developing customized retirement plans and developing tax minimizing strategies. She strives to understand her clients’ goals, priorities and anxieties, and she works diligently to develop lasting relationships and in creating a space for trust and confidence.
Stacy said she is excited about joining the Insight team and looks forward to helping her clients navigate the different avenues of life as they work to achieve their financial goals. “My goal is to help my clients better understand how they can utilize the resources they are spending a lifetime working for and how that intersects with comprehensive financial planning,” she said. “I want them to be able to make the most of those resources, so they can be where they want when they reach retirement and beyond.” Insight Wealth Strategies’ CEO David Chazin said Stacy will add to an already strong team of Financial Planners. He said her focus on comprehensive financial planning is in line with Insight’s core mission of providing clients with personalized, thorough and independent financial planning and investment management. “Stacy has a wealth of knowledge and expertise in helping clients, and we are thrilled she has joined us here at Insight,” he said. Stacy started her career in 1990 as a Certified Public Accountant™ (CPA) with Deloitte and worked with financial services, real estate and non-profit companies.
She joined Charles Schwab in 1995 and served in many capacities including internal audit and strategic analysis, before she transitioned to a Financial Consultant in 2007. Stacy grew up in the Bay Area and has strong family ties to Lafayette, Louisiana. She graduated from California State University, Hayward, with a BS in Business and Accounting. Insight Wealth Strategies, LLC is a fee-only Registered Investment Advisor. Our planners are fiduciaries who serve our clients by understanding their unique objectives and concerns to help them achieve their financial goals. With 12 financial planners and 17 team members, Insight serves hundreds of clients in the Bay Area of California and in Houston, TX. Insight has three Bay Area offices and one office in Houston and has been serving clients for the last 18 years. Insight has averaged more than 20 percent growth each year for the past 15 years.