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
- 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