About Stacy Dervin, CFA, CFP®

A woman with shoulder-length blonde hair, wearing a yellow blouse with puffed sleeves, is sitting at a wooden table. She is writing in a yellow notebook with a black pen. A book titled "The Passionary of Women" is on the table beside her.

I’ve been a hard-working career woman since I was just a girl, (I started my first business at age 10 painting house numbers on sidewalk curbs).
I don’t give up easily— I completed the rigorous requirements to earn the designations of Chartered Financial Analyst in 2012 and Certified Financial Planner in 2023.
I’m passionate about supporting small businesses, non-profits, and those with an entrepreneurial spirit.
I live in Eugene, Oregon with my husband, two kids (ages 12 and 14) and a Frenchie named Ellie. We love to watch movies and travel together (especially to Mexico!)
I would describe myself as cheerful, sharp, creative, empathetic and eager-to-help.

FULL BIO

Degrees & Certifications

Chartered Financial Analyst, CFA, Awarded in 2012. Learn more about the CFA designation.

A chartered financial analyst (CFA) is a globally recognized designation awarded by the CFA Institute to professionals who have demonstrated a high level of knowledge in the investment field.

Certified Financial Planner, CFP®, Awarded in 2023. See Stacy’s Profile at CFP.net.

B.S. in Mathematics & Economics, University of Oregon, Presidential Scholar, Graduated in 2024.

Memberships

XY Planning Network, Member since 2023. See Stacy’s Profile here.

XYPN is the only advisor support platform that makes it possible for independent, fee-only financial planners to build the firm of their dreams with complete autonomy. We do this through ongoing advocacy and access to education and training, curated technology, compliance support, like-minded community, and back-office and client support services.

National Association of Personal Financial Advisors (NAPFA), Member since 2023. See Stacy’s Profile here.

Fee-Only Network, Member since 2023. See Stacy’s Profile here.