Stacy Tredennick

Financial Advisor

Email:

stredennick@osaicwealth.com

Phone:

(925) 683-6998

Office(s):

817 Glen Road, Danville, CA 94526

Specialities:

Investment Management

Retirement Planning

ARTISANCAP

About

Stacy Tredennick is a dedicated, holistic Financial Advisor working with people who want comprehensive investment and wealth management solutions. She limits her practice to a smaller group of clients to provide highly custom and exceptional service.

Stacy prides herself on serving her clients in a very personable and non-intimidating manner. At the same time, she utilizes sophisticated investment products and has over twenty years of experience as a Financial Advisor. She strives to run the utmost ethical practice, where confidentiality is paramount. She focuses on ensuring clients get or stay on track to achieve their personal goals.

Stacy utilizes a large independent broker/dealer, Osaic Wealth, and her client's assets are held separately at Pershing, LLC, a member of SIPC® and a division of Bank of New York Mellon (not affiliated with Osaic).

Specialties: Financial Planning, College Savings Accounts, Retirement Planning, Saving and Budgeting

Stacy is never too busy to see if she would be a good fit for someone who could use her personable service!

This communication is strictly intended for individuals residing in the states of AL, AK, AZ, AR, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced. Insurance products are offered by some advisors at NWF through New World Financial and Insurance Services, Inc. As such, advisory services are strictly intended for individuals residing in the states where we have notice filed: Arkansas, Arizona, California, Florida, Hawaii, Nevada, New York, Oregon, Texas, Utah, and Washington.

Securities offered through Osaic Wealth, Inc., member FINRA/SIPC. ARTISANCAP is a DBA powered by NWF Advisory Group LLC. Investment advisory services offered through NWF Advisory Services, Inc. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.