Empowering Women and Seniors Through Life's Financial Transitions

As a Certified Financial Planner®, Stacy Borek is passionate about helping women and seniors take control of their financial futures during times of transition. Whether facing widowhood, divorce, retirement, or a career advancement, she provides compassionate guidance and expert financial strategies to help clients navigate change with confidence.

With more than 20 years of experience in tax preparation and financial management, plus 10 years in health and nutrition, Stacy brings a holistic perspective to financial wellness. She understands the deep connection between physical health and financial stability, and believes in a proactive approach to both.

Stacy specializes in working with seniors to address the unique financial challenges of retirement. Her services include:

• Tax-efficient retirement income planning
• Social Security and Medicare optimization
• Estate and legacy planning
• Guidance on transitioning to retirement communities
• Cash flow and budgeting strategies for fixed incomes

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She also loves helping women who are new to the financial conversation learn about wealth management and financial planning. With women living longer than men, Stacy emphasizes the importance of building financial resilience for later life.

Stacy has lived in Santa Barbara for more than 30 years with her husband and two adult sons. She enjoys outdoor activities like running, cycling, hiking, and camping. When not enjoying the outdoors, she likes to cozy up to a good book, paint, or do anything "crafty." She also strives to be active in the community, supporting local organizations like Transition House, the Santa Barbara Bucket Brigade, the Gwendolyn Strong Foundation, the Santa Barbara Cancer Center, and serving as a board member with CADA.

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