Strategic Minds, Unified Vision – Your Partners in Wealth and Well-Being.
Our team
Gen X Financial Coach for Comprehensive Financial Planning.
Joseph Stacy, AIF®, CDAA™
At Meranti, Joseph Stacy crafts financial blueprints that go beyond numbers to align your finances with what truly matters: your goals, dreams, and values. With over 25 years in finance, Joseph knows that navigating financial markets takes a purposeful, personalized approach. By anticipating change and adapting strategies, he helps you stay resilient through all of life’s turns—offering clarity, direction, and above all, confidence in the future.
Joseph is unique in his cross-disciplinary expertise, holding over 10 registrations, licenses, and designations across every major asset class, including crypto assets. As a CFP® Candidate and Certified Digital Asset Advisor (CDAA™), he’s especially qualified to guide clients in emerging assets. His industry-recognized AIF® designation reflects Meranti’s commitment to fiduciary excellence, upholding the highest standard of loyalty, care, and ethical rigor in every recommendation.
Joseph’s experience spans roles with Fortune 500 leaders like AT&T and Citibank, where he has managed portfolios and projects valued over $250 million. Today, he brings that expertise to help you leverage complex opportunities—integrating wealth management, risk mitigation, and strategic growth into a plan you can trust.
On weekends, you might find Joseph jogging in a cool summer breeze or reading by the fire in winter. If not, he’s likely enjoying time with family, traveling, or simply pondering life’s big questions. At Meranti, he’s here to ensure your financial journey is uniquely yours—structured for peace of mind, growth, and enduring value.
FINANCIAL PARAPLANNING & OPERATIONS
Jane Paulson
Jane is a real estate consultant and paraplanner supporting Joseph Stacy, AIF®. Jane has a passion for real estate and comprehensive financial planning that involves looking at the entire picture from top-to-bottom, addressing blind spots.
When Jane is not at work, she enjoys being in the great outdoors, rigorously training for and competing in long-distance trail running events and relaxing over a cup of tea.
OPERATIONS MANAGER
Michael Watts
Michael is the operations manager at Meranti. The satisfaction he finds in wealth management comes from his experiences in helping clients, leading teams, and seeing growth in colleagues, as well as the success and development of his firm. Before joining the investment advisory team at Meranti, he worked with governmental and non-governmental bodies to raise awareness of humanitarian needs via legislative and educational initiatives.
He enjoys playing soccer and beach volleyball, hiking with his dog and cooking.
CLIENT EXPERIENCE & CARE
Bella Ocampo
Bella Ocampo is our manager for client experience & customer care, leading the organization in its voice of the customer program and customer experience strategy.
Bella has more than 15 years of experience in the design, development and delivery of systems, processes and organizational infrastructures within the software development space. Before joining Meranti, she held leadership roles in software implementation, delivery and customer support at Foundever.
Outside of the office, Bella enjoys playing tennis and practicing yoga. Her favorite travel destination has been Aruba’s sun-soaked beaches, and her favorite TV show will forever remain the classic sitcom Friends.