Wealth Advisor

Stacey Gomez, CDFA®

Wealth Advisor

Stacey Gomez, CDFA®

With over 25 years of experience in the financial services industry, Stacey has deep knowledge in all aspects of wealth management. As a Wealth Advisor she helps high net worth clients navigate financial complexities with tax planning, estate planning, charitable giving and wealth transfer strategies.

Stacey is a Certified Divorce Financial Analyst® professional. She is passionate about helping individuals navigate divorce, rebuild their financial foundation, and regain their peace of mind. She earned a Bachelor of Business Administration from University of Michigan, Flint and holds a Series 65 license. She lives in Fenton with her husband, youngest son, and dog, Izzy.

Ready to step into your best life?

We are ready to help.  Let's talk.
error: Content is protected !!