Prizm Financial Group

909-456-8095

Our Team



Stacie Leake

 

My reason for this career path was quite personal: I saw that many members of my own family, as well as friends, were not getting the kind of help they needed to plan financially for the future. I was confident that with my understanding of personal finance, coupled with my training as a financial professional, I could help people better prepare for the future.

I graduated from University of California, Santa Barbara with a BA and Cal State San Bernardino with an MBA in Finance. I am the Founder and CEO and have a Series 65 license and insurance licenses for Life, Health and Variable Annuities. I offer clients advisory, financial planning and insurance services as an Investment Advisor Representative with Financial Advocated Investment Management.

After over 20 years in the business, I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance ideas and use those concepts to pursue their financial objectives.

I live in Rancho Cucamonga with my husband David and children, Erik and Megan. In our spare time, we enjoy cooking, gardening and golf. We have been members of Grace Church of La Verne for many years, sit on the Board of Directors for Operation New Hope in Ontario, and feel a commitment to our community.






 
 

Have A Question?







Thank you! Oops!

Recommended Content

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?