Lacey Fonseca,
CFP®, EA Partner & COOAs Chief Operating Officer and Partner at The Salvetti Group, Lacey brings a wealth of experience in financial planning, tax strategy, data management, team performance, and strategic leadership. As an Enrolled Agent, she adds tax expertise to the firm, allowing her to integrate tax-aware planning and investment opportunities in support of comprehensive client outcomes.
Lacey manages the firm’s investment operations, ensuring the delivery of consistent, high-quality service and a seamless client experience. Her background in wealth management, reporting, and analytics—both in the United States and abroad—has given her a proven track record of driving operational efficiency while fostering a collaborative and accountable work environment. She is deeply committed to aligning team performance with firm values and ensuring client success and satisfaction at every touchpoint.
Passionate about exceptional client service and continuous improvement, Lacey plays a key role in shaping the firm’s strategic direction and maintaining The Salvetti Group’s position at the forefront of industry innovation.
Outside of work, Lacey enjoys traveling and trying to keep up with her two young children. She and her husband are avid explorers and love weaving wine tasting into their travels.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
