With over 20 years of experience in the financial services industry, Stacey Gomez has a depth of knowledge and expertise in all aspects of client relations. Prior to joining Planning Alternatives she was the Client Relationship Manager at Oakland Wealth Management, Inc. In addition to her role as Client Service Administrator, Stacey also oversees operational activities at Planning Alternatives.
Stacey has a Bachelors of Business Administration degree from the University of Michigan and is a member of the High Impact Financial Operations Network (HIFON).
What makes you good at your job?
My organizational skills, my ability to troubleshoot problems and my teaching skills
List three words that describe a successful journey:
Fun, Fulfilling, and Shared
What is the biggest lesson you’ve learned from a client?
Everyone has a story and appreciates being listened to.