Stacey Welsh - Investment Mgmt - Wealth Management - Divorce Strategy - CPA/CDFA

Profession	Investment Mgmt

Specialty	Wealth Management - Divorce Strategy - CPA/CDFA

Group	SF3

Business Name	United Capital of San Francisco

Title	Wealth Adviser

Address	One Market Street Suite 1800 San Francisco, CA 94105-1409

Work Phone	(415)418-2103

Fax	(415)418-2120

Web Site	www.unitedcp.com

Member Since	12/2011

Stacey takes a holistic approach to helping individuals and families construct investment portfolios to ensure that their long-term financial goals will be met.

We believe in empowering you with complete control over your financial life.

What that means to you is that you actively participate in designing the financial life you want and we help you to accomplish it.

Too often financial advisers focus only on investments and do not think about the entire financial picture and how it relates to you. We do.

Here's How We Do It...

In four stages, we get to know and understand your way of thinking about money, discover what is important to you, exchange ideas and make course corrections. In short, we put you in the co-pilot seat as we put your unique plan into action.

Honest Conversations�
It will get you thinking about money in a different light and help teach you to avoid emotions that lead you to bad financial decision making.

Objective Analysis
We work together to match your financial aspirations with your current resources.

Deliberate Action
Our team will then begin to tactically implement a unique strategy based on your specific circumstances and goals.

On Going Guidance
Change is a constant in everyone�s financial life, whether it is the economy or unforeseen personal events, adapting to that change is a necessity.

Empowerment
We understand the importance of financial control, the power of objectivity and the value of customized solutions. After going through our process, you will have a trusted team that understands you, knows what matters to you and helps you make the best possible financial decisions. Our ultimate goal is to give you genuine empowerment over your entire financial life.

Stacey provides advice and support to high net worth individuals as they go through life's transitions, such as : Divorce, Loss of a Spouse, Remarriage, Sale of a Business, Living in Retirement, Education Funding, and Charitable Activities.

Stacey brings over 25 years of broad-based experience in the financial services industry. She was most recently a wealth advisor with BNY Mellon and Sanford C. Bernstein. Previously, she was on the founding management team of two financial services companies, in business development and strategy roles, and as a principal of a brokerage firm serving independent financial advisors. Prior to that, she spent 10 years as an investment banker with Citigroup, where she executed several billion dollars of structured real estate finance deals. Stacey holds the Series 7and 63 brokerage licenses. She is also a Certified Public Accountant and a Certified Divorce Financial Analyst. She is trained in mediation. Stacey earned an MBA from the University of Chicago Graduate School of Business.

Stacey is a member of the Board of Directors of Summer Search San Francisco, Town School for Boys and Kids' Turn. She is a former member of the Board of Directors of Yerba Buena Center for the Arts and the Hawaii Chamber of Commerce of Northern California (�HCCNC�). She also served as the President of the HCCNC Foundation.

Specialties

Stacey is a specialist in advising clients with large real estate portfolios, as well as advising women on the financial aspects of divorce. She is a Certified Public Accountant as well as a Certified Divorce Financial Analyst.

Information Not Available

California, Colorado, Connecticut, Florida, Illinois, Maryland, Massachusetts, Nevada, New Mexico, New York/New Jersey, Pennsylvania, Texas & Tennessee.

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Charities	Kids' Turn, Summer Search


Graduate Degrees	MBA - University of Chicago Booth School of Business


College Degrees	BS, Finance and Accounting


Speaking/Teaching Experience	Successful Strategies for Coping in Uncertain Times


Organizations	Inst. for Divorce Fin'l Analysts,Assn. of Divorce Fin'l Planners

San Francisco - Investment Mgmt

Specialties: Wealth Management - Divorce Strategy - CPA/CDFA