Stacy Dervin (CFA, CFP®)

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

  • AUM
  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Corporate Executives
  • Entrepreneurs

Planning Specialties

I specialize in working with working professionals, families and small business owners in their 30s, 40s and 50s.

NAPFA Start Date

November 03, 2023


This Office

600 E 39TH Place Eugene, OR 97405-3945 Phone: (541) 321-0715