Stacey Zwicker

Business adviser, Connector, Entrepreneur, Finance professional, Foodie, Idea generator, Investor, Life mentor, Parent, Real Estate professional

Are you going through a life transition? Making financial decisions is stressful without an understanding of your complete financial picture. Wrong decisions can be costly and irreversible. Design your financial future based on comprehensive analysis and advice to help answer these questions: Can I (or should I) keep the house? What about the mortgage? Based on my proposed settlement, how much can I spend without running out of money? What about spousal support and child support? Are all retirement assets equal? Based on my financial situation, how should my investment portfolio be constructed? Focus on what matters. Stacey brings over 30 years of broad-based experience in the financial services industry as an Investment Management professional, CPA, Certified Divorce Financial Analyst, Real Estate Investment Banker and Entrepreneur. Stacey earned an MBA from the University of Chicago Booth School of Business. She is a member of the Institute of Divorce Financial Analysts and the California Society of CPAs. Stacey is a member of the Board of Directors of Summer Search San Francisco and Kid's Turn. She previously served on the Boards of Yerba Buena Center for the Arts, Town School for Boys and the Hawaii Chamber of Commerce of Northern California ("HCCNC"). She is the past President of the HCCNC Foundation.

I am passionate about educating and empowering women so that they can take an active role in managing their financial lives.

I believe that children are our future and that if we can provide them with the tools and inspiration to lead meaningful, productive lives, our world will be a better place.

CPA, MBA, CDFA, Divorce, Investments Wealth Management High Net Worth Individuals, Real Estate - All Aspects