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Stacie Nemetz (AIF®, CFP®)

Stacie Nemetz focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • College/Education Planning
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Apella is driven to empower financial advisors to deliver high-quality, comprehensive financial plans to prospects and clients through shared resources and innovative financial technology. Apella advisors rely on an Evidence-Based approach rooted in decades of research, data, and best practices to build financial plans with their clients’ needs at the forefront. Using a flexible, four-step process, advisors walk clients through understanding goals, creating a plan, and developing a portfolio and then provide ongoing advice and monitoring.

Additional Information

Apella is an employee-owned firm of financial advisors and specialists dedicated to delivering cutting-edge financial planning, investment solutions, and retirement plan solutions. With decades of experience, the team utilizes an independent, Evidence-Based thinking model based on academic research and comprehensive data to build customized portfolios and plans. The Apella team is committed to helping clients achieve their most significant financial goals.

NAPFA Start Date

March 19, 2021

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

This Office

2120 Caton Way SW Olympia, WA 98502 Phone: (360) 754-9475
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