Annuity123 is excited and honored to report that Stacie Leake has joined its network of retirement income advisors for the benefit of consumers in Inland Empire, Riverside and Orange County areas who are in need of obtaining personalized retirement income guidance.
Please see below for an overview of Stacie Leake’s practice.
Company Name: Prizm Financial Group
Brief Business Description:
Prizm Financial offers values-based, comprehensive financial services while being committed to helping you pursue long-term financial success. Our customized programs are designed to help protect, grow and conserve your wealth by delivering an unprecedented level of personalized service and expertise. Because we believe there are things in life that are more important than money, we will ensure that every financial decision you make for the rest of your life will be completely aligned with your most important goals and your most deeply held values.
Stacie Leake is President and founder of Prizm Financial Group, a comprehensive wealth management and values based financial planning firm. Stacie is an Independent Financial Advisor and brings over two decades of experience in the financial services industry to her clients. Stacie has a desire to personally serve individual and small business clients, and has developed the business by reaching out, nurturing and maintaining close, trusting relationships with each client.
Stacie graduated from the University of California, Santa Barbara with a B.A. and Cal State San Bernardino with a M.B.A. in finance. She has been featured on Voice of the Inland Empire, Charter Cable, Time Warner Cable and Smart Talk Radio 1490 am. Stacie is active in the community and serves on the Board of Directors for Operation New Hope, and the Love Thy Neighbor Community Outreach program. She is also an active member of the National Association of Professional Women (NAPW), and National Association of Independent Financial Advisors (NAIFA). Stacie was born and raised in the Inland Empire and she and her husband David have two children Erik and Megan.
“We encourage you to explore our site and learn more about the services we provide. Call today at 909.456.8095 to schedule your complementary financial roadmap appointment. We look forward to serving you.”
Phone Number: 909-456-8095
E-mail Address: email@example.com
Business Address: 3281 E. Guasti Road, Suite 270, Ontario, CA 91761
Interests/Hobbies: Spending the day with family, gardening and cooking.
Favorite Books: The Traveler’s Gift and other books by Andy Andrews, Sue Grafton Novels
About Annuity123: Focused on annuity education, Annuity123 was created to ensure that individuals across America have access to an assortment of educational material about annuities in addition to an unprecedented network of retirement counselors to seek out for obtaining personalized help.