Kacie Swartz (CFP®, CIMA®)

Kacie Swartz focuses in the
following client markets or areas of practice:

  • Financial Psychology/Coaching
  • Hourly
  • Investment Advice without Ongoing Management
  • Middle Income Client Needs
  • Women's Financial Planning Issues

Planning Specialties

Kacie specializes in helping people get excited about their personal finances by simplifying and enhancing their relationship with money.  She works with clients of all ages and incomes, and specializes in helping single women and younger people.

Additional Information

Kacie Swartz, CFP®, CIMA®, has been a fee-only financial advisor since 2013.

Kacie is a CERTIFIED FINANCIAL PLANNER™ with over fifteen years of experience in the financial services industry. She also holds the Certified Investment Management Analyst® certification, administered by Investment Management Consultants Association® and taught in conjunction with the Wharton School, University of Pennsylvania.

Prior to joining Stone Asset Management, Kacie spent five years with Thornburg Investment Management in Santa Fe, NM, as a Senior Investment Associate advising investment professionals on asset allocation options for their clients. Kacie also spent time in Memphis, Tenneessee as an Assistant Vice President with SunTrust Investment Services and with Commerce Brokerage Services in Wichita, KS. She graduated with a Finance degree from Wichita State University in 2003.

In addition to NAPFA, Kacie is a member of the Financial Planning Association, the Young Women’s Alliance, and is a volunteer career coach with Dress For Success Austin, providing career guidance, technology skills, and support to women entering the workforce.

NAPFA Start Date

October 30, 2013

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This Office

703 W 10th St Austin, TX 78701-2033 Phone: (512) 469-9152 Fax: (512) 532-0679