portrait of Stacia Weinstein
FINANCIAL ADVISOR

Stacia Weinstein

CFP®, ChFC®, CEPA®, AAMS™
10631 S 51st St Suite 7, Phoenix, AZ 85044opens in a new window
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About Stacia

As a teacher, I always loved to educate kids and see their faces light up when they understood a concept we were working on. Now as a financial advisor, I take that love of teaching and bring it to my clients. I get the same joy when my clients leave my office excited about their plan we've worked on together.

I want to understand what is important to you and use my experience to come up with a long-term strategy for your finances. No one should be overwhelmed with what the future looks like. I want to come up with a...

Focus Areas

  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Retirement Income Strategies
  • Intergenerational Planning

Work History

  • Edward JonesJanuary 2015 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • ChFC®

    Chartered Financial Consultant®
  • CEPA®

    Certified Exit Planning Advisor®
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Dr Martin Luther Coll-New UlmBachelor of Science

Personal Interests

  • Spending Time with Family
  • Music
  • Art & Theater
  • Cooking
  • Gardening

Team Members

  • Alexandria Bullock
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 01:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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