Stacey A. Nickens,  CFP<sup>&reg;</sup> - Financial Advisor

Stacey A. Nickens, CFP®

CPA/PFS, MBA

President

Elm3 Financial Group

5755 North Point Pkwy Ste 92
Alpharetta, GA 30022
FINANCIAL ADVISOR'S WEBSITE
(678) 297-9500

General

Stacey Nickens is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Elm3 Financial Group in Alpharetta, GA and the surrounding communities.

Financial Advisor Overview

AMERICAN TAX & FINANCIAL GROUP, LLC combines the expertise of Certified Public Accountants and independent, fee-based Registered Investment Advisors to provide quality services that will improve your total financial well-being.  ATFG was founded with the goal of assisting our clients in every aspect of their financial lives. For each client we strive to help create financial stability and security to provide financial independence.

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Financial Advisor Experience

Ms. Moore offers her clients many years of experience in the financial services and banking industries.  Her vast understanding of issues, such as tax planning, retirement planning, estate planning, real estate, economics, and international markets, has earned her the trust and respect of her clients.  She graduated from Purdue University with a BS degree in Management specializing in Accounting.  She is a Certified Public Accountant (CPA), and a Personal Financial Specialist (PFS).  She received her MBA in Finance from Northwestern University's Kellogg Graduate School of Business, and the Certified Financial PlannerTM designation from the College of Financial Planning

Stacey is a member of the Financial Planning Association (FPA),  the American Institute of Certified Public Accountants (AICPA) - Tax and Personal Financial Planning Divisions, the Georgia Society of Certified Public Accountants (GSCPA), and the National Association of Tax Professionals (NATP).

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Insurance Licenses

  • Life insurance: GA
  • Health/disability insurance: GA

Broker-Dealer Affiliation

Fidelity

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Career Change, Business Taxes, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Startup, Starting a Family, Long-term Care, Sudden Wealth, Nontraditional Households, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources