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Stacy Kelly Bakri CDFA®, CFP®
The Family Firm
4800 Hampden Ln |
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Stacy Bakri is a financial advisor with The Family Firm and is responsible for personal financial planning as well as divorce planning for clients. She is a NAPFA-registered financial advisor and a CERTIFIED FINANCIAL PLANNER™. Stacy has also received the designation of Certified Divorce Financial Analyst® (CDFA®) from the Institute for Divorce Financial Analysts (IDFA). She is a member of the Institute of Divorce Financial Analysts (IDFA), the National Association of Personal Financial Planners (NAPFA), and the Financial Planning Association (FPA). Stacy is a graduate of Penn State University with a Bachelor of Arts degree in International Relations. Prior to joining The Family Firm, Stacy worked at Charles Schwab & Co. as an investment consultant. At Schwab, Stacy counseled clients on portfolio management and retirement planning issues. Before joining Schwab, she worked abroad for AMIDEAST, an international exchange organization, where she served as Country Director for the West Bank/Gaza offices. Stacy lives in Maryland with her husband and two children. |
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800.875.1760
