AeroLeads people directory · profile
Stacy L. Coffey, Cfp® Email & Phone Number
Managing Director, Head of Advisory Partnerships
at
Rise Growth Partners
1 work email found
@wealthenhancement.com
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 71%
Current company
Role
Managing Director, Head of Advisory Partnerships
Location
San Francisco, California, United States
Who is Stacy L. Coffey, Cfp®? Overview
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Quick answer
Stacy L. Coffey, Cfp® is listed as Managing Director, Head of Advisory Partnerships at Rise Growth Partners, based in San Francisco, California, United States. AeroLeads shows a work email signal at wealthenhancement.com and a matched LinkedIn profile for Stacy L. Coffey, Cfp®.
Stacy L. Coffey, Cfp® previously worked as SVP Advisory Product Management at Wealth Enhancement Group and Sr. Managing Director - Strategy - Financial Planning at Charles Schwab.
Company email context
Email format at Rise Growth Partners
This section adds company-level context without repeating Stacy L. Coffey, Cfp®'s masked contact details.
*@wealthenhancement.com
68% confidence
AeroLeads found 1 current-domain work email signal for Stacy L. Coffey, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Stacy L. Coffey, Cfp®
Stacy L. Coffey, Cfp® is a Managing Director, Head of Advisory Partnerships at Rise Growth Partners.
Current workplace
Stacy L. Coffey, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
9 roles · 24 years
Stacy L. Coffey, Cfp® work experience
A career timeline built from the work history available for this profile.
Managing Director, Head Of Advisory Partnerships
Current
Feb 2024 - Present
Svp Advisory Product Management
- Wealth Enhancement Group is an independent financial planning firm with a team approach tocomprehensive planning and a commitment to long-term client relationships.- Third-party posts found on this profile do not reflect the views of LPL Financial and have not beenreviewed by LPL Financial as to accuracy or completeness.- Securities offered through LPL.
Jan 2021 - Sep 2023
Sr. Managing Director - Strategy - Financial Planning
2019 - Nov 2019
Managing Director - Strategy
2016 - 2019
~3 yrs
Executive Financial Consultant
2012 - 2016
~4 yrs
Senior Manager - Schwab Private Client
2008 - 2012
~4 yrs
Schwab Private Client - Portfolio Consultant
2002 - 2008
~6 yrs
Sr. Broker
Aug 2000 - 2002
FAQ
Frequently asked questions about Stacy L. Coffey, Cfp®
Quick answers generated from the profile data available on this page.
What company does Stacy L. Coffey, Cfp® work for?
Stacy L. Coffey, Cfp® works for Rise Growth Partners.
What is Stacy L. Coffey, Cfp®'s role at Rise Growth Partners?
Stacy L. Coffey, Cfp® is listed as Managing Director, Head of Advisory Partnerships at Rise Growth Partners.
What is Stacy L. Coffey, Cfp®'s email address?
AeroLeads has found 1 work email signal at @wealthenhancement.com for Stacy L. Coffey, Cfp® at Rise Growth Partners.
Where is Stacy L. Coffey, Cfp® based?
Stacy L. Coffey, Cfp® is based in San Francisco, California, United States while working with Rise Growth Partners.
What companies has Stacy L. Coffey, Cfp® worked for?
Stacy L. Coffey, Cfp® has worked for Rise Growth Partners, Wealth Enhancement Group, and Charles Schwab.
How can I contact Stacy L. Coffey, Cfp®?
You can use AeroLeads to view verified contact signals for Stacy L. Coffey, Cfp® at Rise Growth Partners, including work email, phone, and LinkedIn data when available.
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