Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacy? Claim Your ProfileStacy Borek is a financial advisor registered with the state of California and has been in the industry since 2013. Stacy Borek is a CERTIFIED FINANCIAL PLANNER™ professional. Stacy Borek's firm, Capital B Financial Planning, LLC, provides financial planning and portfolio management for individuals. In addition to financial planning, Stacy Borek also provides tax accounting services as a tax accountant for Ridgeway & Warner.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
01/25/2021 - Present
Capital B Financial Planning, LLC (SANTA BARBARA CA)
CA
01/01/2013 - 02/01/2019
AMERIPRISE FINANCIAL SERVICES, INC. (SANTA BARBARA CA)
BOTH
Issued 05/09/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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