“Strategy without tactics is the slowest route to victory. Tactics without strategy is the noise before defeat.”
– Sun Tzu
Our team
Gen X Financial Coach for Comprehensive Financial Planning.
Joseph Stacy, AIF®, CDAA™
At Meranti, Joseph creates financial blueprints that align your goals, dreams, passions, and values with your finances. Then we monitor your blueprint and adapt your strategies as needed, tackling obstacles and changes as they come – together and with purpose. The result is your financial freedom, security, and peace of mind.
Joseph, a CFP® Candidate, is also extremely unique in that he holds 10+ registrations, licenses, and designations across ALL major asset classes (including cryptoassets) and risk management schemas. His licenses, registrations and designations include: FINRA Series 65 Registered Investment Advisor, Certified Digital Asset Advisor (CDAA™), Real Estate and Real Estate Instruction licensure, and the prestigious American National Standards Institute accredited AIF® designation.
For over 25 years, he has provided asset & portfolio management, risk management, strategic planning, real estate acquisition, negotiation, project management, technical training, and consulting to Fortune 500 companies, including AT&T, Citibank, Nokia, T-Mobile, Cisco & Verizon, totaling over $250 million of customer portfolios & engagements.
On a Sunday morning in the summer, Joseph can be found jogging in a magical breeze. In the winter, you will find him reading a book by the fireplace. If you’ve looked in both of those places and he’s nowhere to be found, he is most likely with family, traveling, or pondering the universe.
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.