“My husband 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.”
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.
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