Kochis Fitz

 

Kacy began his career in 1986 with Ernst & Young, where he specialized in investments and finance. Prior to joining Aspiriant, he served in several senior financial positions with major corporations, including Webcor Builders and Koll Construction. In 1995, Kacy joined Aspiriant as an associate planner and became a principal of the firm in 1998.

Kacy served on the national Board of Directors of the 28,000 member Financial Planning Association (FPA) from 2004 - 2006. He served on several national FPA task forces including his current service on the Diversity Task Force, and he Chaired the 2008 FPA Diversity Summit. He also served on the Board of Directors of the Financial Planning Association of San Francisco where he has served as its Chairman, President and the Director of Public Relations.

Kacy serves on the endowment Committee of The Arc of San Francisco, the resource for people with developmental disabilities.

He is currently a member of the CFP Board’s Council on Education, which advises the CFP Board staff on the development and clarification of all educational policies of the CFP® certification process.

Kacy is an active educator of financial planning students and professionals. He has served as an instructor for the Certificate Program in the Personal Financial Planning Program at the University of California at Berkeley Extension, and Golden Gate University. He taught the capstone course, Personal Financial Planning Practicum, for six years. Kacy has also served as a mentor at FPA Residency programs in Lake Arrowhead, DePaul University, and Texas Tech University. He has presented at various regional and national conferences for financial planning practitioners.

Kacy collaborated on the book, The Unofficial Guide to Investing in Mutual Funds and contributed to The Unofficial Guide to Personal Financial Planning (both by Stacey Berg).  The books serve as sophisticated primers on financial and investment planning issues.  Kacy also co-authored the book, Wealth Management, A Concise Guide to Financial Planning and Investment Management for Wealthy Clients.  He has been a frequent contributor to ABCNews.com and has been quoted in The Wall Street Journal, the Associated Press, the Los Angeles Times, the San Francisco Chronicle, Mens Health and other publications and on the web at Marketwatch.com, Investors.com and SmartMoney.com.

Kacy earned a Bachelor of Science degree in Finance from San Diego State University in 1986, the CPA credential in 1990, and earned the CFP® credential in 1996.