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Stacy Marcus, CDFA™, CFEI™

Founder & CEO of WIN: A platform for smart, busy women to create & execute a financial life plan

WomenInvestingNow.com

Stacy is the Founder and CEO of Women Investing Now (WIN). Stacy’s work to empower women began at the United Nations and continues with WIN. Recognizing smart, busy women need an effective and efficient solution to manage their financial life, Stacy created WIN.  WIN puts personal wealth advisory, leading financial planning and digital money management tools, and digital (robo) and custom investment management on one dashboard 24/7.  WIN makes it easy for women to execute their financial plans to maximize their wealth now and for the future.

Stacy began her career at the United Nations blocking the sale of infant formula into countries without clean water or refrigeration, and creating a Code of Conduct for corporations. Moving to Wall Street and training at Salomon Brothers, Stacy work focused on creating client-focused solutions. A divorced Mom of a college freshman who has worked globally for firms including Goldman Sachs, AIG, Deutsche Bank and Esurance for over 20 years, Stacy is well-qualified professionally and personally to guide women through the many financial transitions of life.  
 
She holds the CDFA™ - Certified Divorce Financial Analyst and CFEI™ - Certified Financial Education Instructor designations. Stacy holds post-graduate degrees from Northwestern University with concentrations in economics, law and business, has passed several FINRA licensing exams, and holds certificates from the Wharton School of Business and NYU.
 
As a CDFA, with personal experience balancing career and single parenthood, Stacy is well-positioned to offer women insight into the financial aspects of divorce. To help women minimize the financial, time and emotional-expense of divorce while achieving the desired end-result Stacy created DivorceWIN to host a series of workshops led by a team of legal, financial and personal development specialists. As a CFEI, Stacy excels at breaking down complicated financial information into practical steps that make taking action simple.   
 
Stacy enjoys tennis, swing dance, and visiting the art museums and opera houses of the world. She has worked on four continents, and traveled extensively both for pleasure and to teach girls and women in less developed countries, but for the moment most enjoys visiting her daughter at college.
 
What keeps you up at night? Receive a personal answer to your most pressing money question.  Visit www.womeninvestingnow.com to submit your question to Stacy or schedule a complimentary consultation.

Latest

  1. The 10-Step Plan to Keeping Your 2016 Financial Resolutions

    Head into 2016 with a solid action plan to achieve your financial resolutions. READ MORE

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