Stacey Bendfelt is a seasoned financial advisor who specializes in developing personalized financial strategies for individuals, business owners, professional athletes, and entertainers. She partners closely with each client to define their ideal lifestyle and create a roadmap designed for long-term financial success—whether they’re building wealth, navigating life transitions, or planning for retirement.
Stacey holds several respected industry designations, including Wealth Management Specialist, Accredited Asset Management Specialist, Chartered Retirement Planning Counselor, and Sports and Entertainment Accredited Wealth Management Advisor. Her areas of expertise include tax-efficient investing, long-term care planning, maximizing retirement income, and wealth preservation.
Her approach is grounded in education and empowerment. A passionate advocate for financial literacy, Stacey actively teaches in communities across Arizona and at local community colleges. Whether guiding a client through a major life decision or speaking to a classroom or conference audience, she brings clarity, insight, and a deep commitment to helping others take control of their financial futures.
Originally from Vancouver, BC, Stacey was also the Founder and former Head Acting Coach of the Westcoast Actors Studio. Her background in the film and television industry brings a creative lens to her work, allowing her to understand and support the financial needs of creative professionals and entrepreneurs alike.
With a foundation that blends analytical expertise and creative thinking, Stacey builds meaningful relationships with clients from a wide range of professions and lifestyles.
As life evolves, so do financial goals. Stacey is dedicated to being a trusted partner—helping clients plan, preserve, and pursue their vision for the future with clarity and confidence.
Raymond James is not affiliated with the above organizations and/or charitable causes.