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Stacey Velez, Cfp® Email & Phone Number

Partner/Managing Director at Creative Planning at Creative Planning
Location: Martinez, California, United States 7 work roles 1 school
1 work email found @cibc.com 1 phone found area 415 LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email s****@cibc.com
Direct phone (415) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Creative Planning
Role
Partner/Managing Director at Creative Planning
Location
Martinez, California, United States
Company size
631 employees

Who is Stacey Velez, Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Stacey Velez, Cfp® is listed as Partner/Managing Director at Creative Planning at Creative Planning, a company with 631 employees, based in Martinez, California, United States. AeroLeads shows a work email signal at cibc.com, phone signal with area code 415, and a matched LinkedIn profile for Stacey Velez, Cfp®.

Stacey Velez, Cfp® previously worked as Managing Director at Creative Planning and Managing Director at Cibc Private Wealth Us. Stacey Velez, Cfp® holds Biology, General from Loyola University Of Chicago.

Company email context

Email format at Creative Planning

This section adds company-level context without repeating Stacey Velez, Cfp®'s masked contact details.

*@cibc.com
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AeroLeads found 1 current-domain work email signal for Stacey Velez, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Stacey Velez, Cfp®

Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services.

Listed skills include Portfolio Management, Investments, Asset Allocation, Mutual Funds, and 6 others.

Current workplace

Stacey Velez, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Creative Planning
Creative Planning
Partner/Managing Director at Creative Planning
overland park, kansas, united states
Website
creativeplanning.com
Employees
631
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Company profile
View company profile Email format
7 roles

Stacey Velez, Cfp® work experience

A career timeline built from the work history available for this profile.

Senior Vice President

Cibc Atlantic Trust Private Wealth Management

San Francisco Bay Area

Sep 2017 - Nov 2023

Investment Advisor

Geneva Advisors

San Francisco Bay Area

I joined Geneva Advisors as an Investment Advisor in January 2009. I work with high net worth individuals across the United States to create an effective financial plan that includes asset allocation management of stock and bond portfolios. I am a graduate of Loyola University, Chicago where I earned a B.S. in Biology. I am based out of San Francisco.

Jan 2009 - Aug 2017

Investment Consultant

Private Equity

San Francisco Bay Area

For experience in alternative investment sales I joined at Advanced Equities, Inc. where I marketed venture backed private placements to institutions and retail investors.

Jan 2008 - Nov 2008

Investment Consultant

Charles Schwab

Greater Chicago Area

I was a Private Client Consultant with Charles Schwab and Co., Inc. in the Chicago land area focusing on high-net-worth individuals for custom portfolio management for more than seven years.

Mar 2000 - Dec 2007
Team & coworkers

Colleagues at Creative Planning

Other employees you can reach at creativeplanning.com. View company contacts for 631 employees →

MM Matthias Menges Matthias Menges Colleague at Creative Planning Kansas City Metropolitan Area, United States View → CB Colton Burdick Colton Burdick Colleague at Creative Planning New London County, Connecticut, United States, United States View → KS Keeley Stone Keeley Stone Colleague at Creative Planning Kansas City Metropolitan Area, United States View → LL Lisa Libich Lisa Libich Colleague at Creative Planning Independence, Missouri, United States, United States View → EM Emily Minick, Cfp® Emily Minick, Cfp® Colleague at Creative Planning Leawood, Kansas, United States, United States View → DC Drew Cashion Drew Cashion Colleague at Creative Planning Shawnee, Kansas, United States, United States View → MJ Mark Johannessen, Cfp®, Aif® Mark Johannessen, Cfp®, Aif® Colleague at Creative Planning Mclean, Virginia, United States, United States View → AA Angie Anderson Cpa Angie Anderson Cpa Colleague at Creative Planning Leawood, Kansas, United States, United States View → FE Francis Enright, Cfp® Francis Enright, Cfp® Colleague at Creative Planning Greater Chicago Area, United States View → KM Kirby Mack, Cfp® Kirby Mack, Cfp® Colleague at Creative Planning South Orange, New Jersey, United States, United States View →
1 education record

Stacey Velez, Cfp® education

FAQ

Frequently asked questions about Stacey Velez, Cfp®

Quick answers generated from the profile data available on this page.

What company does Stacey Velez, Cfp® work for?

Stacey Velez, Cfp® works for Creative Planning.

What is Stacey Velez, Cfp®'s role at Creative Planning?

Stacey Velez, Cfp® is listed as Partner/Managing Director at Creative Planning at Creative Planning.

What is Stacey Velez, Cfp®'s email address?

AeroLeads has found 1 work email signal at @cibc.com for Stacey Velez, Cfp® at Creative Planning.

What is Stacey Velez, Cfp®'s phone number?

AeroLeads has found 1 phone signal(s) with area code 415 for Stacey Velez, Cfp® at Creative Planning.

Where is Stacey Velez, Cfp® based?

Stacey Velez, Cfp® is based in Martinez, California, United States while working with Creative Planning.

What companies has Stacey Velez, Cfp® worked for?

Stacey Velez, Cfp® has worked for Creative Planning, Cibc Private Wealth Us, Cibc Private Wealth Management Us, Cibc Atlantic Trust Private Wealth Management, and Geneva Advisors.

Who are Stacey Velez, Cfp®'s colleagues at Creative Planning?

Stacey Velez, Cfp®'s colleagues at Creative Planning include Matthias Menges, Colton Burdick, Keeley Stone, Lisa Libich, and Emily Minick, Cfp®.

How can I contact Stacey Velez, Cfp®?

You can use AeroLeads to view verified contact signals for Stacey Velez, Cfp® at Creative Planning, including work email, phone, and LinkedIn data when available.

What schools did Stacey Velez, Cfp® attend?

Stacey Velez, Cfp® holds Biology, General from Loyola University Of Chicago.

What skills is Stacey Velez, Cfp® known for?

Stacey Velez, Cfp® is listed with skills including Portfolio Management, Investments, Asset Allocation, Mutual Funds, Investment Management, Wealth Management, Asset Management, and Investment Strategies.

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