Stacy Coffey Bio

With over 25 years in wealth management, Stacy Coffey is a results-driven executive known for driving firm growth, advancing advisor and client experience, and actionable leadership development. As Managing Director and Head of Advisory Partnership Success at Rise Growth Partners, she expertly guides RIA leaders and advisors on growth acceleration strategies and achieving exceptional outcomes for both firms and their clients. Stacy began her career at Charles Schwab, where she spent over 19 years advising high-net-worth clients, leading advisory teams across the West Coast. She later relocated to Schwab’s corporate headquarters to lead firmwide initiatives focused on client experience, wealth planning, and long-term, sustainable growth. She most recently served as Senior Vice President of Wealth Strategies at Wealth Enhancement Group, where she led specialized teams delivering scalable financial planning, investment consulting, tax preparation, estate planning strategies, high-net-worth services, and insurance solutions. Her leadership drove deeper client engagement and fueled organic growth in net new assets. Known for distilling complex strategies into actionable insights, Stacy has been featured in Barron’s, U.S. News & World Report, and Forbes, reflecting her stature as a respected voice in the industry. Stacy is a CERTIFIED FINANCIAL PLANNER® and holds Series 7, 9, 10, 63, and 66 licenses. She is also a certified executive coach through the UC Berkeley Executive Coaching Institute and holds a BA in secondary education from Ottawa University.