Stacy Chretien CFP®

Senior Wealth Advisor, Wealth Management Services

Stacy Chretien is a Senior Wealth Advisor, Wealth Management Services at Destination Wealth Management. She has been in the financial industry since 1995.

Stacy enjoys working with clients to make informed decisions to achieve their financial goals and mitigate the risks associated with investing. She believes the best way to address the unique financial considerations of clients is through financial planning and provision of objective guidance.

Stacy compassionately helps clients transition through life’s stressful events, retirement, marriage, divorce and death. She synthesizes disparate ideas and concepts into cohesive, strategic solutions and enjoys adding clarity to ominous, ambiguous investment concepts.

Prior to joining Destination, Stacy spent 24 years at Charles Schwab, providing wealth management and financial planning services for high net worth individuals and families. In 2020, she moved to a fee-only practice, learning essential small business skills. Stacy earned the CERTIFIED FINANCIAL PLANNER™ certification in 2015 and is a member of the Financial Planning Association (FPA).

Stacy is a Bay Area native with strong familial roots in Louisiana. She resides in Oakland with her two pups, Dougie and Lily. In her spare time, she enjoys being outdoors, volunteering in her community and roller skating.

 

*For more information about the CERTIFIED FINANCIAL PLANNER™ designation, please refer to the disclosure page on our website at www.destinationwm.com/advisor-certification-disclosures.