Stacy Turner

Registered Investment Advisor and Public Speaker in Carmel-by-the-Sea, California

Stacy Turner

Registered Investment Advisor and Public Speaker in Carmel-by-the-Sea, California

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My family and I live in beautiful Pebble Beach, California.

I speak & write on financial matters that help people the most. I make a lot of house calls & help a ton of people secure their futures on two Peninsulas--Silicon Valley and Monterey!

My background is a bit extensive--I've owned a number of businesses and hold or have held ten licenses in the financial industry (Series 24, 7, etc) and in the insurance industry (Life, LTC, etc.) After a total of 20 years in the business, I'm good at doing the right things and avoiding the wrong things.

My business, The Wealth Mastery is a Registered Investment Advisory registered in California. www.the-wealth-mastery.com.

I received an Honors Degree from Georgia Tech in International Affairs with an emphasis in Economics many years ago. I really enjoyed studying languages and diplomacy, but didn't find it overly useful for earning a living, so I taught myself various aspects of finance while at Smith Barney, Insight Capital & MPM Capital to name a few.

My life drastically improved on Valentine's Day 2010 when my family and I permanently relocated from the amazing urban borough of Piedmont, CA to the quaint village of Carmel-by-the Sea, CA. I sold my Institutional Trading business, which was under serious pressure from the 2008 market collapse. Now, I speak at libraries and the local Sunset Center Theatre and go around helping folks one-by-one. :)

I do ashtanga yoga daily, play soccer for CVFC and mountain bike in Santa Cruz with my son, frequently injuring myself. Ironically, I am most interested in raising a happy, healthy loving family.

Love education, nature, people, small towns by the sea and a good laugh.

  • Education
    • Georgia Institute of Technology