Stacy Marcus

Women & NextGen Wealth Advisory. Specializing in Women, Parents & Divorce. My goal is practical advice and answers you can implement to achieve your financial goals.

CDFA™ CFEI™ at Women Investing Now in New York, NY

About

Smart & Practical Wealth Advisory. WIN provides relevant answers and practical resources to make it easy for you to take action to achieve your personal financial goals with confidence. I help smart, busy individuals make informed financial life decisions. Together we solve the problems and chart a course for you to achieve your important financial goals. Specialties: the unique financial needs and decisions facing women, divorcing couples, parents, newlyweds, and Founders. Make informed decisions Personalized wealth advisory leveraging leading software and digital tools to enable informed decision-making and goal achievement. You're Smart, Make Smarter Financial Decisions™ The answer to your most pressing concern is the starting point for a custom plan designed to achieve your personal financial goals. Your plan makes it easy to know how much to save, invest and spend to achieve your life, social and charitable goals. To be successful a plan must be executed. Invest as you choose - with a Robo, a professional investment advisor or directly. Our focus is on ensuring your investments will achieve your goals. Together we design, initiate and track your plan, making adjustments as life unfolds and your needs and goals evolve.

Contact
Click for phone number
(917) 679-4123
Address
1825 Madison Ave in New York, NY 10035
Info
None specified

Reviews

Peer Endorsements

Best Answers

Q&A
Asked by Britt

Answered by Stacy Marcus
CDFA™ CFEI™ in New York, NY
Hello Britt, Hopefully you have already been saving, but if not its never too late to start. You should try to save as much as possible, but the key is to start. Do y...
Financial Planning Investing & Retiring Retirement
Q&A
Asked by an anonymous user

Answered by Dave Bradley
Investment Manager (Financial Advisor) in North Charleston, SC
Hi Anonymously. Are you spending less than $3,000/month now and can you keep doing this before you retire on $3,000/month from Social Security? If this is the case,...
Social Security Investing & Retiring
Q&A
Asked by ellensens723

Answered by Barry Rabinowitz
Financial Adviser in Plantation, FL
If you do not use the house or rent it out there is an opportunity cost, which represents the fair market value (FMV) of the home. If you sold the home, you would hav...
Property Taxes Investing & Retiring
3
See more of Stacy Marcus's answers

Specialties

  • Business Planning
  • Education Savings
  • Retirement Planning
  • Other

Servicing

Credentials

Certifications

CDFA
CFEI

Background

Experience

Women & NextGen Wealth & Digital Advisory
Women & NextGen Wealth & Digital Advisory Solution, Management Consulting
WOMEN INVESTING NOW
Wealth Advisor & Founder of Digital Advice Platform
Digital Solution Execution & CDFA™ Wealth Advisor
Digital Wealth Advisory Principal, CDFA™, CFEI™

Education

Northwestern Univeristy

Disclosure