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Three Embarcadero Center, Suite 1600
San Francisco, CA 94111
Stacey L. Velez, CFP®
Stacey Velez is a senior relationship manager for CIBC Private Wealth Management with 19 years of experience advising high net worth individuals on their financial matters. She acts as a trusted financial advisor to a select group of successful individuals and families, providing customized and comprehensive wealth management solutions in San Francisco and the surrounding Bay Area.
Prior to joining Team Geneva Advisors, which became part of CIBC in 2017, Stacey marketed venture-backed private placements to institutions and individual investors at Advanced Equities Inc. Previously, for over seven years, she was a private client consultant with Charles Schwab & Co., Inc., in the Chicago area. In that role, Stacey created and implemented custom portfolios for high net worth individuals.
Stacey is a graduate of Loyola University in Chicago, where she earned a Bachelor of Science degree in biology and earned her CERTIFIED FINANCIAL PLANNER™ certification.
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