Olivia Stacey, CFP®, CFA®

Olivia is an Advisor at NorthRock Partners, where she helps clients navigate investment management and financial planning with clarity and confidence. With an analytical foundation and background in investment management, she translates complex financial concepts into practical guidance, empowering clients to make informed decisions aligned with their long-term goals.

Drawing on her background in mathematics and technical investment analysis, Olivia combines data-driven insights with a client-first approach. She collaborates with NorthRock advisors and specialists to develop financial strategies that integrate investment management with broader wealth planning, helping clients build lasting financial confidence.

Passionate about financial education, Olivia enjoys helping clients simplify complex investment and planning decisions. She believes the best financial strategies are built on understanding and trust and is committed to making clients feel informed, confident, and supported throughout their financial journey.

Professional Designations and Associations

-Certified Financial Planner (CFP^®)
-Chartered Financial Analyst (CFA^®)