Get It Now

Modernist theme

Netus et malesuada fames ac. Eget gravida cum sociis natoque penatibus et magnis.

FB. PIN. BE. INST. TW.

415.227.2881

hello@ridgecrestwp.com

Stacy Sizemore

Chief Compliance Officer

With over 20 years of experience in the financial industry, including 12 focused on compliance and audits, Stacy Sizemore serves as our Chief Compliance Officer, ensuring we are meeting every expectation of regulators. She has worked with broker-dealers, investment advisors, and institutional clients at the likes of Smith Barney, CitiGroup, and M Securities. Stacy is an Oregon native residing in the Portland area with her husband and teenage daughter. They are a self-described “avid basketball family.”

Education, Licenses, and Certifications

  • BS in Sociology with Journalism + Marketing focus, Oregon State University (Go Beavs!)
  • General Securities Representative (7), General Securities Sales Supervisor (9/10/), General Securities Principal (24), Investment Banking Representative (79), and is currently registered with the Uniform Investment Advisor (63 & 65)
  • Stacy is currently completing her Investment Advisor Certified Compliance Professional (IACCP)
Contact

Main  415.227.2881
Fax  415.227.2882
hello@ridgecrestwp.com

Mailing Address

35 Miller Ave, #206
Mill Valley, CA 94941

Investment Advisory Services offered through Ridgecrest Wealth Partners LLC, a Registered Investment Advisor with the U.S. Securities and Exchange Commission (SEC). Registration as an investment adviser does not imply a certain level of skill or training. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites.

© Ridgecrest Wealth Partners