Lacey Fonseca,
CFP® Chief Operating OfficerAs the chief operating officer at The Salvetti Group, Lacey brings a wealth of experience in financial planning, investment management, data management, team performance and strategic leadership.
Having honed her skills in wealth management, reporting and analytics, both in the USA and abroad, Lacey has a proven track record of driving efficiency while fostering a collaborative work environment. She is passionate about providing exceptional client experience, building a positive company culture and aligning team performance with company values. Her dedication to improvement and strategic vision ensure that The Salvetti Group remains at the forefront of industry innovation.
Outside of work, Lacey enjoys traveling and trying to keep up with her two small children. Her and her husband are avid explorers and love to weave 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.
