Stacy Borek, CFP
Capital B Financial Planning, LLC
Certified Financial Planner in Goleta, CA
https://capitalbfinancialplanning.com/
Address:5662 Calle Real # 366
Goleta, CA 93117
About Stacy Borek
Stacy Borek is a financial professional at Capital B Financial Planning, LLC located in Goleta, California. Stacy Borek holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Stacy Borek provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Stacy Borek5662 Calle Real # 366
Goleta, CA 93117
Phone Number:
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Website:
https://capitalbfinancialplanning.com/
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