iValue Financial Planning

CONNECT

Address:

1436 Penn Ave Suite B
Wyomissing, PA 19610

Phone:

610-374-3556

Fax/Other:

610-374-3547

Stacy Pfizenmayer, CFP®

Stacy Pfizenmayer, CFP®

Partner

Stacy is a Certified Financial Planner™ professional with bachelor’ s degree from La Salle University and an M.B.A. in finance from Saint Joseph’s University. She is an investment advisor representative and registered representative with American Portfolios. She holds the following securities licenses: Series 7, 63, 65, 24 and is registered with the PA State Department of Insurance as a Life, Accident, and Health Agent.

Personal and Family

Stacy is married to Eric, a specialist in Resource Management, who has been with SAP, Inc. since 2004.  Their 3 daughters, Caroline, Ella and Paige are active in sports and school activities. They have lived in Exton, PA since 1995. Stacy grew up in the Wyomissing, PA area.

Financial Experience

Stacy began her financial services career in 1992. She provided advisory and financial planning services to Vanguard clients for 13 years starting in 1999. In addition to her responsibilities as a financial planner, Stacy also helped train and mentor CFP® professionals and candidates within Vanguard.  Stacy has been a partner in iValue Financial Planning since 2012.

Phone 610-374-3556
Fax 610-374-3547
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck