Lacey Cobb, CFA, CFP®

Director of Advice Solutions at Personal Capital
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As a holder of the Chartered Financial Analyst® designation and as a CERTIFIED FINANCIAL PLANNER™ professional, I am committed to upholding the highest level of ethical standards, professional competence and fiduciary responsibilities in an effort to promote the integrity of the investment industry. I have over a decade of investment industry experience in portfolio management, financial planning, investment analysis, and trading. Prior to my professional career, I was a NCAA Division 1 soccer player at the University of California, Davis.

Recent Quotes
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  • More companies and people realize the flexibility and benefits of working remotely. Many businesses already do this, but with the drastic shift to fully remote work, businesses will want to align to be nimble for the future. Now that it has been forced on many companies and they see they can do it, they may choose remote meetings over business travel to save on cost. As a result, there could be a surge in company spending to ramp up virtual infrastructure and individuals investing in a more sustainable home office. Expect these shifts to really accelerate the race to 5G.

    26 March 2020
  • Your financial goal plan should be a living document that states clear and measurable goals and includes steps to accomplish them.

    8 July 2019
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