| Insights
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News and Events:
| On February 9th, I will be presenting with Debbie Whitlock of Sound Financial Partners and host of the Femme Finance radio program on the CBS Radio Network to the Parents Club of Holy Rosary School in West Seattle. We will be speaking about Family Financial Planning, with a focus on estate planning. |
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| On February 24th, I have been invited to participate in a “Special Presentation Brown Bag” Session during the Washington State Bar Association’s Continuing Legal Education Seminar “The Small Law Firm in Today’s World.” |
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| April 24, 2012 and September 27, 2012: Panelist: Lincoln on Professionalism. Washington State Bar Association presents Lincoln on Professionalism. This documentary coupled with a discussion by a distinguished panel, including local attorney Stacey Romberg, will present a current and modern context to the model of professionalism that Lincoln, the attorney, provides. |
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| FIVE STAR Wealth Manager |
 Stacey Romberg was recently named by Seattle Magazine as a “2012 FIVE STAR Wealth Manager.” She also received this award in 2009, 2010 and 2011. This FIVE STAR designation is awarded to seven percent of the wealth managers in the Seattle area, based on a survey of more than 40,000 Seattle area consumers plus 8,000 leaders of area financial service industry companies. The award is based on nine criteria:
- Customer Service
- Integrity
- Knowledge/Expertise
- Communication
- Value for Fee Charged
- Meeting of Financial Objectives
- Post-Sale Service
- Quality of Recommendations
- Overall Satisfaction
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