Stacey Velez, Cfp®
About Stacey Velez, Cfp®
Stacey Velez, CFP®, is a Managing Director at Creative Planning, where she has worked since 2023. She has extensive experience in wealth management, having held various leadership roles at CIBC Private Wealth US and Geneva Advisors.
Work at Creative Planning
Stacey Velez currently serves as Managing Director at Creative Planning, a role she has held since 2023. In this position, she is responsible for overseeing financial planning and investment strategies for clients. Her experience in wealth management and investment consulting contributes to her ability to lead teams and manage client relationships effectively.
Previous Experience at CIBC Private Wealth US
Before joining Creative Planning, Stacey Velez worked at CIBC Private Wealth US as Managing Director from 2020 to 2023. During her tenure, she focused on providing comprehensive wealth management services to high-net-worth clients in the San Francisco Bay Area. Prior to this role, she served as Senior Vice President at the same firm from 2018 to 2023, where she developed strategies to enhance client portfolios.
Investment Consulting Background
Stacey Velez has extensive experience in investment consulting, having worked in various capacities since 2000. She began her career at Charles Schwab as an Investment Consultant, where she worked for seven years. She later held positions as an Investment Consultant in Private Equity and as an Investment Advisor at Geneva Advisors, further solidifying her expertise in the investment sector.
Education and Academic Background
Stacey Velez studied at Loyola University Chicago, where she earned a degree in Biology from 1996 to 1999. This educational background provided her with a strong analytical foundation, which she has applied throughout her career in finance and wealth management.
Career Progression in Wealth Management
Stacey Velez has a progressive career in wealth management, having held various senior roles. She worked at CIBC Atlantic Trust Private Wealth Management as Senior Vice President from 2017 to 2023. Her cumulative experience spans over two decades, during which she has developed a deep understanding of client needs and investment strategies.