Stacey Lau Zwicker

Stacey Zwicker is the Managing Director of United Capital’s Marin office. She specializes helping successful individuals build wealth and manage their financial lives.  Key inflection points are often Divorce, Loss of a Spouse, Remarriage, Sale of a Business, Living in Retirement, Education Funding and Charitable Goals.

While divorcing clients call upon Stacey’s experience for a wide range of needs, Stacey's expertise lies in helping clients develop a master plan so that they can focus on what is important. She also serves as a financial translator which helps clients understand what their choices mean to them from a financial perspective. 

Stacey brings over 30 years of broad-based experience in the financial services industry. Prior to her career in Wealth Management, Stacey was on the founding management team of two financial services companies, in business development and strategy roles, and as a principal of a brokerage firm serving independent financial advisors. Prior to that, she spent 10 years as an investment banker with Citigroup, where she executed real estate finance deals spanning every property type: hotels, shopping centers, office buildings, industrial properties, land for master planned communities and sale-leasebacks. She is also a Certified Public Accountant and a Certified Divorce Financial Analyst®.  Stacey earned an MBA from the University of Chicago Booth School of Business.

Stacey is a former member of the Board of Directors of Summer Search San Francisco, Town School for Boys, Kids’ Turn, Yerba Buena Center for the Arts and the Hawaii Chamber of Commerce of Northern California (“HCCNC”), and is the past President of the HCCNC Foundation.