Stacy  Bakri, CFP®, CDFA®

Stacy Bakri, CFP®, CDFA®

President, Partner, Financial Advisor

As a financial advisor with The Family Firm, Stacy helps her clients achieve financial security and plan for living the life they want to live. She has particular expertise and interest in providing financial counseling for people going through divorce. In addition to being a NAPFA-registered financial advisor and a CERTIFIED FINANCIAL PLANNER™, Stacy has received the designation of Certified Divorce Financial Analyst™ (CDFA™), and is a member of the Institute of Divorce Financial Analysts (IDFA) as well as the National Association of Personal Financial Advisors (NAPFA).

Within the firm, Stacy serves as a valued team leader and mentor; she leads the firm’s internal training program for paraplanners. Prior to joining The Family Firm, Stacy worked at Charles Schwab & Co. as an investment consultant, where she counseled clients on portfolio management and retirement planning issues. Before joining Schwab, she worked in the Middle East for an international exchange and development non-profit organization.

Stacy is a graduate of Penn State University. She lives in Maryland with her husband and two children. On the weekends, she enjoys watching football, biking with her family, and plotting the next travel adventure.