Stacey Zwicker, CPA

Head of Office

Stacey Lau Zwicker focuses on delivering financial advice to help clients understand and navigate the intersection of life and money. Stacey’s approach to wealth management comes from a depth of life experience. Her guidance is delivered in a very personal way, providing clients a simplified financial picture with the education to empower informed financial decisions and the confidence to live the life they want.

Stacey brings over 30 years of broad-based experience in the financial services industry to her role as a wealth advisor. The breadth of her experience ranges from advising small businesses on how to set up their accounting systems to executing institutional real estate transactions. In between, she helps smooth the bumps that arise along the way, such as death and divorce. She also exalts in the happy moments such as marriage, birth of a child or buying a new home.

Stacey earned an MBA from the University of Chicago Booth School of Business and a Bachelor of Science in Finance from San Francisco State University. She is also a Certified Public Accountant and a Certified Divorce Financial Analyst.

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

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