Stacy Miller, CFP®, MBA
Your Ally Through Financial Transitions
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BayView Financial Planning
Stacy Miller, CFP®, MBA
Tampa, FL
Serving Clients Nationwide
Your Ally Through Financial Transitions
Areas of Focus
- Financial Life Planning
- Inherited Wealth
- Investment Management
- Loss of Spouse or Partner
- Money Psychology
- Retirement Planning
- Women & Wealth
About Stacy Miller, CFP®, MBA
Stacy Miller, CFP® is the Founder and CEO of BayView Financial Planning and a military spouse to a retired U.S. Army officer. It is due to her own financial insecurities after years of unemployment and underemployment as a military spouse that she decided to learn everything she could about personal finance and investing.Stacy specializes in guiding and empowering women, widows, and military/veterans to invest in their own future financial security through the tides of life. Stacy is blazing a trail in the male-dominated financial services industry since only 6% of all financial advisors are female CFPs.
Stacy is a well-known and respected expert in the industry with features in The Wall Street Journal, The New York Times, Barron’s, CNBC, and many other media outlets. She is a highly sought-after speaker focused on educating women and military/veterans nationally with her dynamic and engaging presentations at conferences and other professional events. She is a problem solver that has a way of communicating that is easy to understand and empathetic.
Stacy is a Certified Financial Planner® professional, a fee-only fiduciary, and is a member of the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA), the Military Financial Advisors Association (MFAA), Equita Financial Network, the Fee-Only Network, and the XY Planning Network (XYPN). She has a degree in Sociology from Boston University and an MBA from Auburn University, where she graduated at the top of her class. She has obtained several certifications on her journey to become the expert in her field including Financial Planning for Women in Transition and Philanthropic Solutions in Financial Planning.
Stacy is an influential leader that has served 14 communities throughout her military relocations, and now, in her forever home of Tampa Bay, she is leaning in even more. From the President or Treasurer of several non-profits on each military base to her current roles, Stacy has been celebrated many times for her work and volunteerism over decades. Some of the highlights include the President’s Volunteer Service Award, issued by President Barack Obama, and the Outstanding Civilian Service Medal, issued by the U.S. Department of the Army, the Super Bowl LV Fans First Award, issued by the National Football League (NFL), and Shield of Sparta – Heroine of Infantry, issued by the National Infantry Association.
Stacy is an influential and respected leader in the financial industry representing a unique demographic as a female CFP and independent firm owner. Showcasing her passion for helping women, widows, military service members, and veterans, she is generous with her time and talent by volunteering, mentoring. and pro bono work. Her success has come through hard-work and aligning her values of integrity, compassion, and community with her goals.
Originally from Massachusetts, Stacy has visited all 50 states and has lived in many of them. She is mom to two Gen Z sons who followed her advice and graduated college debt-free. She lives, works, volunteers, and paddleboards in Tampa Bay, though she serves clients nationwide.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
- Master of Business Administration (MBA)
Affiliations
-
CFP Board
- Fee Only Network
- Financial Planning Association
- Flat Fee Advisors
- Military Financial Advisors Association
- National Association of Personal Financial Advisors
- XY Planning Network
- Fee Only Network
Primary Location
Tampa, FL
Video
Meeting Options
- Video Conference
- Phone
- Webinars
Compensation Methods
- Advice-Only
- Fee Only
- Flat Fee
- Hourly Rate
- One-time Financial Plan
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button to schedule a 45-minute complimentary call to give us both a chance to confirm your situation matches our expertise. I look forward to speaking with you.Offers Investment Management
Yes
About BayView Financial Planning
At BayView Financial Planning, my mission is to guide & empower women, widows, & military connected families to invest in their own future financial security through the tides of life. I do not have a minimum asset requirement; I charge a flat hourly, project or subscription fee.HOW WE HELP
We offer financial planning and investment management for a flat fee. We think a flat fee is the simplest and most transparent way to pay for your financial planning and investment management. We offer monthly, project, or hourly rates, based on complexity.
WHO WE SERVE
Women
Women have so much to deal with every day and when a new financial responsibility lands on our shoulders, we often feel anxious because we don’t know what we don’t know. We’re sometimes too ashamed to ask for help because while we’re ROCKSTARS in our own area of expertise, financial matters can be overwhelming.
Not investing in your future financial security is the riskiest decision you can make. Let BayView Financial Planning help you make those tough financial decisions so you can feel confident, organized, smart, and powerful. Then you can focus on your career, family, and living your best life.
Widows
Becoming a widow is an emotionally challenging experience that brings significant financial challenges and responsibilities, especially if you were not the financial manager in the relationship. The loss of a spouse can be overwhelming. The greatest relief comes from a sense of organization, and from knowing that you have an ally who has your best interest at heart. That is, of course, in addition to an empathetic and active listening approach to each meeting.
At BayView Financial Planning, we like to take it a few steps further though. We are aiming for peace of mind and empowerment; to learn as much as you want to learn, to help you teach your children financial literacy, and to create a plan that will help your beneficiaries have a much easier transition.
Military/Veteran Families
Financial advice for military service members, veterans, and their families is extremely important because they have special benefits and special circumstances which require special training and expertise.
BayView Financial Planning is a Military Spouse Owned Enterprise here to guide you toward future financial success. It is more than our patriotic service. It is our fiduciary duty.
Education
Auburn University, Harbert College of Business, Master of Business Administration (MBA) | Boston University, Bachelor of Arts (BA), Sociology
Hobbies and Interests
- Family
- Photography
- Pickleball
- Reading
- Traveling
- Volunteering
- Walking
SEC Lookup
View DisclosureWho We Serve
- Military
- Single Women
- Veterans
- Widow
- Women in Transition
- Women Professionals
- Women’s Finance
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