Stacy Dervin
Fee-Only Financial Planner, Entrepreneur, Mom and Promoter of Small Business
- Role
- Founder, Financial Planner at Tailored Financial Planning, Llc
- Location
- Eugene, OR, US
- LinkedIn followers
- 500 followers
About Stacy Dervin
Regardless of age or net worth, I believe everyone deserves sound financial advice that is free of unnecessary fees, commissions and conflicts of interest. That\'s why I recently joined a network of financial planners looking to disrupt the traditional wealth management industry with fee-only financial advice for Gen X and Gen Y.I’m the heart, soul and sole advisor of Tailored Financial Planning, LLC. I provide professional and approachable financial advice to people (just like me!) who are in the “messy middle” of life, balancing the responsibilities of home, work, family, small businesses and more. I’ve spent 15 years in the finance industry, building my experience in investing, planning and creating an excellent client experience. I’ve worked hard to earn the Chartered Financial Analyst and CERTIFIED FINANCIAL PLANNER™ designations to provide expert and up-to-date advice to my clients.I\'m an active part of the business and non-profit community here in Eugene. My main priorities are to support parents and their kids through educational and prevention-based services. During 20••••20, I took a career break from finance to found a preschool and launch a non-profit to fund the prevention of child abuse and neglect in Lane County. Today, building Tailored Financial Planning is exactly where I want and need to be— leveraging my professional financial expertise, still supporting parents and small businesses while stretching my wings as a repeat business owner.
Experience
Founder, Financial Planner
Tailored Financial Planning, Llc
Jul 2023 — Present · Eugene, OR, US
Recently licensed as a Registered Investment Advisor in the State of Oregon, Tailored Financial Planning is a fee-only, independent and fiduciary financial advisor. I help hard-working families and business owners in the messy middle of life exchange worry and stress for clarity & confidence in their financial future.
Education
University of Oregon
BS
2000 — 2004
Skills
- Due Diligence
- Hedge Funds
- Investments
- Financial Modeling
- Investment Strategies
- Alternative Investments
- Private Equity
- Asset Allocation
- Investment Management
- Portfolio Management
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