Stacey Bertolet

“My husband (Rich) and I were able to retire on schedule and are doing the things we love to do. A big reason for that is I’ve been planning that future with Steve since 1986.”

Stacey Bertolet
Client since 1985

The daughter of successful working artists, Stacey Bertolet first learned about business while running her father’s art-supply store from the age of 8. A self-described “optimizer and maximizer,” she built a successful career at companies such as Wells Fargo and Oracle by identifying unmet needs, fulfilling them, and automating the processes so others could follow. Stacey knew Steve Harris before the attended Stanford University together, and her deep understanding of the intersection of process and technology made her the ideal first client for Harris Private Wealth. Stacey’s implicit trust of Steve and the Harris team, combined with her appreciation of their communication skills, processes and knowledge, gave her complete confidence that she and her husband had a plan to live the life she wants to live — and ensure her kids can follow.

Stacey Bertolet is pictured here with husband Rich Feller surrounded by their collection of art. Stacey Bertolet is a current client and was not compensated for her testimonial. This testimonial may not be representative of the experience of other clients and is not indicative of future performance or success.