J.P. Morgan Securities
47yrs
Top 1% by experience in Los Angeles
13yrs
Based in Los Angeles, California, Stacy Borek is a fiduciary financial advisor with 13 years of industry experience. Stacy has been with Steelpeak Wealth since 2025; before that, Stacy spent four years at Capital B Financial Planning and six years at Ameriprise Financial Services. Stacy holds the CFP® designation.
One of 3122 advisors with offices in Los Angeles, and one of 2892 fiduciaries.
At a glance
Experience13 years (since 2013)
How that compares ?13 years in the industry
Office1880 Century Park East Suite 1017, Los Angeles, CA 90067
FirmSteelpeak Wealth
How the firm is paid ?Percent of assets, Flat fee, Performance fee
Typical client at the firm ?$1.62 million
Advisors at the firm41
States licensed ?1 state
Services through Steelpeak Wealth
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Oct 2025 – nowSteelpeak Wealth, LLCCurrent firm
- 2021 – 2025Capital B Financial Planning, LLCPreviously
- 2013 – 2019Ameriprise Financial Services, LLCPreviously
Contact Stacy
(818) 835-8720Steelpeak Wealth main office 1880 Century Park East Suite 1017Los Angeles, CA 90067Office · Get directions Firm websiteHTTP://WWW.STEELPEAK.COM
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Stacy
Tailored to Stacy’s registration and firm.
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Stacy
How do I contact Stacy?
Call Steelpeak Wealth at (818) 835-8720 and ask for Stacy Borek. Stacy works from the Los Angeles, CA office.
How long has Stacy been a financial advisor?
Stacy has been in the industry since 2013, about 13 years. 13 years in the industry.
What licenses does Stacy hold?
Series 66. Tap any license on this page to see what it allows.
Is Stacy a fiduciary?
Stacy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stacy paid?
Steelpeak Wealth reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. Ask Stacy for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
J.P. Morgan Securities
47yrs
Top 1% by experience in Los Angeles
Wells Fargo Advisors
47yrs
Top 1% by experience in Los Angeles
Merrill
47yrs
Top 1% by experience in Los Angeles
Wells Fargo Advisors
47yrs
Top 1% by experience in Los Angeles
Oppenheimer & Co.
47yrs
Top 1% by experience in Los Angeles