With over 22 years of experience in the financial services industry, Stacia Apostolos is a dedicated Institutional Investment Advisor specializing in managing retirement plans for businesses and nonprofit organizations. Her deep knowledge of the Employee Retirement Income Security Act (ERISA) positions her as a trusted resource for navigating the complexities of employer sponsored plans, helping provide compliance guaidance while optimizing plan design for better participant outcomes.
Stacia is passionate about educating corporate and nonprofit executives and committees, believing that informed decision-making is key to fostering positive retirement outcomes. She is committed to providing plan participants with not only thoughtfully designed retirement plans that enhance their changes for a successful retirement but also the education they need for a secure and sound financial life.
Her academic background includes a Bachelor of Science from St. Catherine University and a Master’s degree in Financial Planning from California Lutheran University. Further demonstrating her commitment to fiduciary responsibility, she holds an Accredited Investment Fiduciary (AIF®) designation through Fi360 and the Certified Plan Fiduciary Advisor (CPFATM) designation.
As an active member of the National Association of Plan Advisors and the Women in Pension Network, Stacia stays at the forefront of best practices in the industry.
When she is not championing retirement planning, Stacia enjoys riding dressage at the barn, training her dog for fieldwork alongside her husband, traveling abroad, and discovering new ways to connect with nature. Her dedication to both her professional and personal life reflects a holistic approach to living well and planning for the future.
