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Stacey Velez, CFP®

Managing Director

Stacey serves as a Wealth Manager, working directly with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
With more than two decades of experience in the financial services industry, Stacey offers her clients a truly comprehensive planning experience. Prior to joining Creative Planning, Stacey worked as an investment advisor and wealth planner at a national investment advisory firm, where she was involved in portfolio construction, financial plan creation and execution, and investment management.

Stacey received her Bachelor of Science degree in biology from Loyola University Chicago. She is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards.

Stacey and her husband, Angel, reside in the Bay Area. Doing so allows Stacey to pursue her many outdoor hobbies, which include hiking, boating, gardening and her favorite activity, CrossFit.

Articles by Stacey Velez, CFP®

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