Personal Money, Cyber Crime & Data Management Assistance – Santa Barbara – Stacey Han

Personal Money, Cyber Crime & Data Management Assistance

For individuals who cannot or do not want to manage their own personal finances, we’re here to help. For people that need help managing and organizing their data across devices, we’re here to help.

If you or a loved one is struggling to manage financial responsibilities, you want someone who you can trust. We are members of the American Association of Daily Money Managers (AADMM) and are insured within the state of California. Serving the San Francisco Bay Area and surrounding counties as well as Santa Barbara county.

I’ve been a caregiver in some capacity my whole life. It’s something that comes naturally to me and I love having an impact on peoples’ lives. Oddly enough, I spent the bulk of my career in the bay area and silicon valley tech sector where my empathetic nature led me into financial product management. When it was time to retire from tech, a rather serendipitous event with a friend led me into daily money management and opened a whole new world to me. I believe I’m uniquely positioned in this field with deep experience in technology, a solid understanding of how to protect against cyber crime, and the skills to manage people’s financial lives through my innate creativity, integrity, patience and kindness.

I am a member of AADMM and am insured through Dominion.