Stacy Chretien CFP®, CPA
Stacy Chretien is a D360 Wealth Advisor and Senior Vice President, Wealth Management Services at Destination Wealth Management. She has been in the financial industry since 1995.
Stacy enjoys working with clients to make informed decisions to achieve their financial goals and mitigate the risks associated with investing. She believes the best way to address the unique financial considerations of clients is through financial planning and provision of objective guidance.
Stacy compassionately helps clients transition through life’s stressful events, retirement, marriage, divorce and death. She synthesizes disparate ideas and concepts into cohesive, strategic solutions and enjoys adding clarity to ominous, ambiguous investment concepts.
Prior to joining Destination, Stacy spent five years at Deloitte, focused on risk advisory and audit services. She then spent 24 years at Charles Schwab, providing wealth management and financial planning services for high-networth individuals and families. In 2020, she moved to a fee-only practice, learning essential small business skills. Stacy is deeply committed to her profession, earning and fostering the CERTIFIED FINANCIAL PLANNER® certification and Certified Public Accountant designation during her tenures.
Stacy is a Bay Area native with strong familial roots in Louisiana. She resides in Oakland with her two pups, Dougie and Charlie. In her spare time, she enjoys being outdoors, volunteering in her community and roller skating.
*For more information about the CERTIFIED FINANCIAL PLANNER® certification and Certified Public Accountant designation, please refer to the disclosure page on our website at www.destinationwm.com/advisor-certification-disclosures.
