Stacy Bakri
CFP®, CDFA®
The Family Firm
Financial Advisor
Stacy Bakri
CFP®, CDFA®
The Family Firm
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Stacy Bakri, CFP®, CDFA®
Fee-Only financial planner located in Bethesda, MD, serving clients locally and across the country
Stacy Bakri is a Bethesda, MD fee-only financial planner. The Family Firm provides comprehensive investment management, retirement planning and estate planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Stacy Bakri is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
As a financial advisor with The Family Firm, Stacy Bakri helps her clients achieve financial security and plan for living the life they want to live. She has particular expertise and interest in providing financial counseling for people going through divorce. In addition to being a NAPFA-registered financial advisor and a CERTIFIED FINANCIAL PLANNER™, Stacy has received the designation of Certified Divorce Financial Analyst™ (CDFA™), and is a member of the Institute of Divorce Financial Analysts (IDFA) as well as the National Association of Personal Financial Advisors (NAPFA).
Within the firm, Stacy serves as a valued team leader and mentor; she leads the firm’s internal training program for paraplanners. Prior to joining The Family Firm, Stacy worked at Charles Schwab & Co. as an investment consultant, where she counseled clients on portfolio management and retirement planning issues. Before joining Schwab, she worked in the Middle East for an international exchange and development non-profit organization.
Stacy is a graduate of Penn State University. She lives in Maryland with her husband and two children. On the weekends, she enjoys watching football, biking with her family, and plotting the next travel adventure.
Stacy Bakri 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.
The Family Firm is an independent, fee-only financial advisory firm that focuses on lifetime asset protection through the development and implementation of customized financial management strategies. Our hallmarks include a low advisor-to-client ratio and our personal knowledge of each client’s values, challenges and goals for long-term financial security. The Family Firm does not sell financial products or receive commissions from institutions or investments – allowing us to provide expert advice that is free from conflicts of interest. The result: Unbiased insight, effective long-term strategies and client peace of mind.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Stacy Bakri is a NAPFA-Registered Financial AdvisorThe 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.
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Stacy Bakri is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Stacy Bakri is a Certified Divorce Financial Analyst® (CDFA®)A CDFA® professional is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future. A CDFA® can take on many roles in the divorce process: Financial Expertise and Strategy, Data Collection and Analysis, Expert Presenter and Litigation Support. In some cases, CDFA® professionals are called upon to act as expert witnesses in court or in mediation proceedings.
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Stacy Bakri is Quoted on ABC News Money Watch: "Exceptions to early IRA withdrawal penalties"
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Stacy Bakri is Featured Divorce Professional in Divorce Magazine
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Stacy Bakri is Featured in the Washingtonian: "Haven’t Planned for Retirement? Here Are 3 Pitfalls to Avoid"
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Stacy Bakri is Quoted in Forbes: "Jay Leno And The Secrets Of A Turbocharged 'Retirement'"
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Stacy Bakri is Mentioned in The Town Courier Gaithersburg: "QOP Residents’ Business Perfectly Suits Them"
Contact Stacy Bakri
Office Locations:
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8120 Woodmont Ave
Suite 630
Bethesda, MD 20814
