Shirley Stacy Sanchez (CFP®, MS)

Shirley Stacy Sanchez focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Financial Psychology/Coaching
  • Millennials
  • Novice Investors
  • Women's Financial Planning Issues

Planning Specialties

Shirley has a master's degree in counseling and brings this skill set to the finance profession, as she helps people gain clarity with their finances and navigate through the emotions around money. Shirley enjoys helping families uncover what truly makes them happy and how to use money as a tool to accumulate happiness and maximize their life.

Additional Information

Shirley enjoys hiking with her husband and young children, drinking coffee, baking, and enjoying new experiences around Austin and elsewhere.

NAPFA Start Date

March 02, 2021


This Office

800 W 5th Street, Suite 100 Austin, TX 78703-5434 Phone: (512) 334-6800 Fax: (866) 537-9403