Stacy Bakri (CDFA, CFP®)

Planning Specialties

The Family Firm helps you transition to living on--and ensuring that you won't outlive--your assets.  We continuously coordinate financial planning and investment activities, developing and implementing a customized investment strategy that reflects your unique circumstances.  Our primary concern is your financial security.  We work with professionals --physicians, lawyers, and executives -- as well as with widows, business owners, and those in alternative lifestyles. 

Why spend your hard-earned dollars on commissions and high mutual fund management fees instead of on trusted guidance from your own team of financial experts?

We successfully deliver our services nationwide via a virtual environment.