Kacy joined the firm in 1995 and became a principal in 1998.
Active in the industry, 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 the Diversity Task Force, and was chairman of 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 also a member of the Tech Museum Professional Advisors Council.
He served on the Certified Financial Planner (CFP) Board’s Council on Education from 2008 through 2011. The Council advises the CFP Board on the development and clarification of all educational policies of the CFP® certification process. In 2011, he served as chair of the Council.
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-Berkeley and Golden Gate University. 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 has been a frequent contributor to ABCNews.com and has been quoted by the Associated Press, The Wall Street Journal, the Los Angeles Times, the San Francisco Chronicle, Men’s Health, Marketwatch.com, Investors.com and SmartMoney.com.
Kacy holds a BS degree in Finance from San Diego State University. He earned his Certified Public Accountant credential in 1990 and his Certified Financial Planner credential in 1996.