Kacie J. Swartz, CFP®, CIMA®
Senior Wealth Manager
Kacie has been helping individuals and families pursue financial independence as a CERTIFIED FINANCIAL PLANNER™ practitioner since 2012. Kacie is an advocate of socially responsible investing and is a frequent public speaker promoting general financial literacy and educating investors about sustainable investing. Her background in investment education makes her a good fit for clients broadening their knowledge of financial planning and investments and helping people through major life changes like ending a marriage or losing a spouse.
Kacie’s interest in Environmental, Social & Governance funds (ESG) started as an extension of her personal commitment to living a more sustainable lifestyle. Kacie turned her years of experience constructing advance portfolios as a Certified Investment Management Analyst® to researching ESG fund options. She found clients were also drawn to the topic and has helped countless people better understand how their dollars are invested and how best to align their values with those investments. Kacie has spoken to local groups, including the Austin Women's Investing Group, about the fundamentals of ESG investing and how to get started. Kacie also recently spoke to other advisors about ESG investing as a panelist at the Investment News Women Adviser Summit in New York City.
Kacie is a member of the Financial Planning Association, the National Association of Personal Financial Advisors (NAPFA), the Investments & Wealth Institute, and is a spokesperson for the CFP® board's Women's Initiative to attract women to the financial planning profession. She has been published in national media outlets such as Real Simple, Money Magazine, Kiplinger’s and others.
Kacie has been in the financial services industry since 2001 and joined Stone Wealth Management in 2013. Originally from Kansas, Kacie graduated from Wichita State University with a degree in Finance. She is an active supporter of the Austin Diaper Bank, American Gateways and Health Alliance for Austin Musicians.
Kacie happily lives in South Austin where she and her husband enjoy exploring playgrounds with their two small children.
Kacie can be reached at firstname.lastname@example.org or 512-469-9152.
- Life Transitions (Examples: changing careers, divorce, widowhood)
- Navigating Retirement from the UT System
- Investing in Sustainable and Environmental, Social and Governance (ESG) Focused Investing
- Incorporating Pension Plans into Retirement Strategies
- Social Security Claiming Strategies
- Designing Investment Strategies