Lacey Cobb, CFA, CFP®, Author at Personal Capital
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Recession incoming? Here’s how you can prepare.
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Lacey Cobb, CFA, CFP®

Lacey Cobb serves as the Director of Advice Solutions at Personal Capital. She has 10 years of financial industry experience, with a background in portfolio management, trading, research, investment analysis, and financial planning. Prior to Personal Capital, she was the Head of Trading and Research at Polaris Greystone Financial Group, where she managed the portfolio management team and served on the investment committee. She started there as a financial planner and helped grow AUM from $250 million to $1.5 billion. Before that, she worked for State Street as a fund accountant. Lacey graduated from the University of California, Davis, and holds both the Chartered Financial Analyst® designation and Certified Financial Planner™ designation.

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This year, my top financial priority is:

Building my emergency fund
0%
Paying off high-interest debt
0%
Budgeting better
0%
Saving for a short-term goal, like a vacation or new car
0%
Increasing my investment contributions
0%
Maintaining status quo - I’ve got this under control
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