Tell Your Money Where to go Instead of Asking Where it Went!
Happiness is a Positive Cash Flow
Financial Representative
Stella Fey
Our mission is to help individuals create a path toward financial success. One of the foundational aspects of this path is our education-based model focused on addressing common pitfalls of traditional financial planning and illuminating our firm's philosophy and belief system around money.
As we have expanded, our ideal client profile has as well. While strong cash flow (income) is a key aspect of this profile, along with investable assets, our non-negotiables are: coachability, high drive, financial responsibility and aligned values.
In the early 2010s, much of my focus was on working with women professionals, highlighted by a two-year research projected I conducted, gauging financial awareness and readiness of women in our community. Today, while part of our focus remains on empowering women, we work with professionals and business owners of all gender identities. The highest concentration of non-business owner clients over the past 12-24 months have been individuals with thriving careers in sales and engineers (our meticulous process and attention to detail aligns with the latter perfectly).
Family and community are ultra-important to me and is to most of my clients as well.
Over the years, I have been involved in The Junior League of Buffalo (JLB), the University at Buffalo (UB) Child Care Center, Buffalo Hearing and Speech and Peaceprints of WNY (providing personal financial education classes through Houghton College).
Since starting my career with the Alliance Advisory Group, Inc. in 2005, I have earned recognition as the firm's Rising Star (2006) and Soaring Eagle (2015). In 2008, I became a qualifying member of the prestigious Million Dollar Round Table and have been a perennial qualifier since.
I'm a native of California and graduate of California State University, Fullerton and moved to Buffalo in 2003 with my husband – Jake, a Navy veteran and co-owner of BuffaloCryo. We live in Tonawanda, NY with our children – Logan, Hannah and Ethan. A super active family of five, we love the Buffalo Bandits and getting the kids active in lacrosse, basketball dance and swimming.
Check the background of our investment professionals on FINRA’s BrokerCheck
All Financial Roads Lead to Cash Flow
We all know that money doesn’t buy you happiness but I dare you to be happy with a negative cash flow. It just doesn’t work!
Current Problem with Managing Cash Flow
Most budgeting tools are really expense tracking tools. We see the value in tracking your expenses but first you need to know how much is available to spend. It is the difference between looking in the rear view mirror versus out the windshield. The rear view mirror tells you where you have been. Looking out the windshield tells you where you are going.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Alliance Advisory Group, Inc is not an affiliate or subsidiary of PAS or Guardian. Alliance Advisory Group, Inc is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. CA Insurance License Number - 0F79759
This material is intended for general public use. By providing this content, Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advisor or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. 2024-171428 Exp 03/26
