Stacy Ann Borek
Investment adviser representative at Steelpeak Wealth, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Steelpeak Wealth, LLCFeb 2025 to now
- Ridgeway & WarnerFeb 2021 to Feb 2025
- Capital B Financial Planning, LLCSep 2020 to Feb 2025
- Stacy Borek, Independent Contractor, Tax AccountantFeb 2019 to Feb 2021
- AmeripriseApr 2015 to Feb 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (CA).
Steelpeak Wealth, LLC
$4.1BAssets managed
2,428Clients
41Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4700708
- Firm CRD
- 165168