Stacy Miller (CFP®, MBA)
Stacy Miller focuses in the
following client markets or areas of practice:
- Charitable Giving
- College/Education Planning
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Women's Financial Planning Issues
- Charitable Giving
- College/Education Planning
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Women's Financial Planning Issues
Planning Specialties
Women and Wealth
Transition (Death/Divorce/College/Inheritance/Other Major Life Events)
Military (Military Spouse) and Veteran Families
Additional Information
Stacy Miller is a Certified Financial Planner™ professional and the Founder and CEO of BayView Financial Planning. She is a speaker and writer and has been featured in The Wall Street Journal, The New York Times, CNBC, and many other media outlets.
She finds fulfillment in empowering women to invest in their own future financial security through the tides of life.
She is a member of the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA), and the XY Planning Network. >/p>
She has a Bachelor’s degree in Sociology from Boston University and a Master’s in Business (MBA/Finance) from Auburn University.
Stacy is a military spouse to a retired U.S. Army officer and mom to two Gen Z sons who followed her advice and graduated college debt-free.
She lives, volunteers, and paddle boards in Tampa Bay.
NAPFA Start Date
November 06, 2019
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