About Us

BayView Financial Planning’s mission is to guide and empower women, widows, and military/veteran families to invest in their own future financial security through the tides of life.

How It Started

About Us

Stacy Miller, CFP®, MQFP®, CeFT®, MBA is the Founder & CEO of BayView Financial Planning and a military spouse to a retired U.S. Army officer. It is due to her own financial insecurities after years of unemployment and underemployment as a military spouse that she decided to learn everything she could about personal finance and investing. She holds the Certified Financial Planner (CFP®), Military Qualified Financial Planner (MQFP®), and Certified Financial Transitionist (CeFT®) certifications, a distinctive combination that reflects her specialized expertise in navigating financial decisions during life’s transitions.

Inspired by her experience as a military spouse and her passion for women’s financial independence, Stacy founded BayView Financial Planning to help women, widows, and military-connected families invest in their own future financial security through the tides of life.

A nationally recognized financial planner and speaker, Stacy blends technical expertise with empathy, helping clients navigate life changes such as career transitions, loss, military moves, and new financial responsibility with clarity and confidence. Her insights have been featured in The Wall Street Journal, The New York Times, and numerous other media outlets. 

Years Married

Sons

Moves

Stacy is a Certified Financial Planner® professional, a fee-only fiduciary, and is a member of the National Association of Personal Financial Advisors (NAPFA), the Military Financial Advisors Association (MFAA), the Fee-Only Network, Wealthtender, and the XY Planning Network (XYPN). She has a degree in Sociology from Boston University and an MBA from Auburn University, where she graduated at the top of her class. 

Stacy is an influential leader that has served 14 communities throughout her military relocations, and now, in her forever home of Tampa Bay, she is leaning in even more. From the President or Treasurer of several non-profits on each military base to her current roles, Stacy has been celebrated many times for her work and volunteerism over decades. Some of the highlights include the President’s Volunteer Service Award, issued by President Barack Obama, and the Outstanding Civilian Service Medal, issued by the U.S. Department of the Army, the Super Bowl LV Fans First Award, issued by the National Football League (NFL), and Shield of Sparta – Heroine of Infantry, issued by the National Infantry Association.

Stacy is an influential and respected leader in the financial industry representing a unique demographic as a female CFP and independent firm owner. Showcasing her passion for helping women, widows, military service members, and veterans, she is generous with her time and talent by volunteering, mentoring. and pro bono work. Her success has come through hard-work and aligning her values of integrity, compassion, and community with her goals.

Originally from Massachusetts, Stacy has visited all 50 states and has lived in many of them. She is mom to two Gen Z sons who followed her advice and graduated college debt-free. She lives, works, volunteers, and paddleboards in Tampa Bay, though she serves clients nationwide.

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