Stacie Nemetz

CFP®, AIF

NR Smith and Associates, PS

Director of Financial Planning

Stacie Nemetz

CFP®, AIF

NR Smith and Associates, PS

Director of Financial Planning

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Stacie Nemetz, CFP®, AIF

360-754-9475

Fee-Only financial planner located in Olympia, WA, serving clients locally and across the country

Meet Stacie Nemetz

Stacie Nemetz is a Olympia, WA fee-only financial planner. NR Smith and Associates, PS provides comprehensive financial planning to help clients plan for their financial future. As a fee-only, fiduciary, and independent financial advisor, Stacie Nemetz is never paid a commission of any kind, and works only for the client - not a broker, insurance company, or bank.

Stacie R. Nemetz (CRD#4796055) was born in 1971 in Edmonds, Washington, raised in Olympia, Washington, and graduated from high school at Charles Wright Academy, Tacoma, Washington in 1989.  After graduating from Loyola Marymount University with a Bachelor’s of Science in Accounting in 1993, she began her professional career at Trust Company of the West in the emerging markets fixed income and trading team.  Ms. Nemetz spent three years at Western Asset Management’s client service team.  She was then employed by Oaktree Capital Management, LLP for 13 years rising to the position as Vice-President on Oaktree’s Relations team.  Ms. Nemetz spends 100% of her time in whole-life financial planning, including investment management.

 

Stacie Nemetz is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Stacie Nemetz is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Contact Stacie Nemetz

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Office Locations:

  • 2120 Caton Way SW
    Olympia, WA 98502

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