Chief Executive Officer
Mlf Advisors Llc
AeroLeads people directory · profile
Lacey Fonseca, Certified Financial Planner® Email & Phone Number
Chief Executive Officer
at
MLF Advisors LLC
1 work email found
@vanguard.com.au
1 phone found area 130
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Chief Executive Officer
Location
United States, United States, United States
Who is Lacey Fonseca, Certified Financial Planner®? Overview
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Quick answer
Lacey Fonseca, Certified Financial Planner® is listed as Chief Executive Officer at MLF Advisors LLC, based in United States, United States, United States. AeroLeads shows a work email signal at vanguard.com.au, phone signal with area code 130, and a matched LinkedIn profile for Lacey Fonseca, Certified Financial Planner®.
Lacey Fonseca, Certified Financial Planner® previously worked as Chief Operating Officer at The Salvetti Group and Client Insights Manager at Vanguard Australia. Lacey Fonseca, Certified Financial Planner® holds Bachelor Of Arts, Psychology from University Of The Pacific.
Company email context
Email format at MLF Advisors LLC
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*@vanguard.com.au
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AeroLeads found 1 current-domain work email signal for Lacey Fonseca, Certified Financial Planner®. Compare company email patterns before reaching out.
Profile bio
About Lacey Fonseca, Certified Financial Planner®
Seasoned professional with a unique ability to dissect opportunities and determine best course of action for success. Natural aptitude for strategic and conceptual thinking paired with superior work ethic. Privileged to build on my US experience in Australia and looking to further my international acumen in Europe in the future. LinkedIn is a great way to meet and network, if I haven't had the honor of meeting you previously kindly mention why you're interested in connecting via your invitation.
Listed skills include Investments, Strategic Financial Planning, Financial Advisory, Retirement Planning, and 37 others.
Current workplace
Lacey Fonseca, Certified Financial Planner®'s current company
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11 roles
Lacey Fonseca, Certified Financial Planner® work experience
A career timeline built from the work history available for this profile.
Chief Operating Officer
Current
Mar 2024 - Present
Client Insights Manager
Mar 2019 - Mar 2024
Market Strategist
Mar 2018 - Mar 2019
Business Development Consultant
At Vanguard our core purpose is to take a stand for all investors, treat them fairly, and to give them the best chance for investment success. I partner with Australian advisors to help them optimize their business, whether that be for growth or to simply give them time back in their day. Along with having a knack for investments and financial planning I'm.
Feb 2015 - Feb 2018
Consultant
Pericia Consulting
Offering various personal and business services including strategic planning, gap analysis, optimization, ad hoc project management and distribution.
Jan 2012 - 2015
Assistant Vice President, Retirement Consulting
Worked directly with Retirement Plan advisors at LPL Financial to help them increase sales and improve business efficiency. Managed a territory spanning 33% of the United States focussing on improving the experience of offering a 401(k) plan to businesses.
May 2013 - Apr 2014
Senior Platform Manager
Marketing and sales support for the firm's distribution of advisory investment platforms including both centrally managed and open architecture models. Acts as a key resource for the Advisory Consultants working with advanced market scenarios, platform best practices and sponsor opportunities. Maintains strong relationships with LPL partner firms to.
Jan 2011 - Apr 2013
Education & Consulting
Drove technology adoption, product platform utilization and Advisor satisfaction through consulting. Created and delivered effective programs to teach and consult with client constituencies about LPL technologies, transactional processes and product platforms. Topics ranged from basics (on-boarding) to advanced (practice management) for productivity.
Jan 2010 - Jan 2011
Financial Planning Group
Financial Planning support and project manager for supporting 12,000 advisors financial planning needs. Provided education and curriculum for proprietary financial planning software WealthVision, in conjunction with eMoneyAdvisor.
Jan 2007 - Jan 2010
Client Service Coordinator
The Hunter Group
Served as para planner and office manager. Worked with client base to provide due diligence, financial planning support, providing recommendations, implementing and monitoring the financial plan to ensure it was relevant to client's evolving needs.
Jun 2005 - Jan 2007
5 education records
Lacey Fonseca, Certified Financial Planner® education
Bachelor Of Arts, Psychology
University Of The Pacific
Enrolled Agent, Individual & Business Tax Returns
Tax Preparation Program
Aif®, Fiduciary
Fi360
Certificate Of Financial Planning, Certified Financial Planner As Of Nov. 2008
San Diego State University
Education record
Cxl
FAQ
Frequently asked questions about Lacey Fonseca, Certified Financial Planner®
Quick answers generated from the profile data available on this page.
What company does Lacey Fonseca, Certified Financial Planner® work for?
Lacey Fonseca, Certified Financial Planner® works for MLF Advisors LLC.
What is Lacey Fonseca, Certified Financial Planner®'s role at MLF Advisors LLC?
Lacey Fonseca, Certified Financial Planner® is listed as Chief Executive Officer at MLF Advisors LLC.
What is Lacey Fonseca, Certified Financial Planner®'s email address?
AeroLeads has found 1 work email signal at @vanguard.com.au for Lacey Fonseca, Certified Financial Planner® at MLF Advisors LLC.
What is Lacey Fonseca, Certified Financial Planner®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 130 for Lacey Fonseca, Certified Financial Planner® at MLF Advisors LLC.
Where is Lacey Fonseca, Certified Financial Planner® based?
Lacey Fonseca, Certified Financial Planner® is based in United States, United States, United States while working with MLF Advisors LLC.
What companies has Lacey Fonseca, Certified Financial Planner® worked for?
Lacey Fonseca, Certified Financial Planner® has worked for Mlf Advisors Llc, The Salvetti Group, Vanguard Australia, Pericia Consulting, and Lpl Financial.
How can I contact Lacey Fonseca, Certified Financial Planner®?
You can use AeroLeads to view verified contact signals for Lacey Fonseca, Certified Financial Planner® at MLF Advisors LLC, including work email, phone, and LinkedIn data when available.
What schools did Lacey Fonseca, Certified Financial Planner® attend?
Lacey Fonseca, Certified Financial Planner® holds Bachelor Of Arts, Psychology from University Of The Pacific.
What skills is Lacey Fonseca, Certified Financial Planner® known for?
Lacey Fonseca, Certified Financial Planner® is listed with skills including Investments, Strategic Financial Planning, Financial Advisory, Retirement Planning, Wealth Management, Financial Services, Financial Planning, and Strategy.
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