Client Advisory

Biography

Stacy Yamanishi is a Tax Principal in the Encino office. She is a member of the Tax, Accounting & Advisory team, providing tax advisory and compliance services to high-net-worth individuals and families. With over 25 years of experience, Stacy specializes in estate, gift, and trust planning, helping clients protect and transfer wealth with confidence.

Prior to joining Cerity Partners, Stacy spent over 25 years at a large regional accounting firm, where she advised clients on the tax complexities of wealth transfer and oversaw the preparation of estate, gift, and fiduciary returns.

Outside of work, she enjoys spending time with her husband and two daughters, traveling, and cheering on her kids at their sporting events.

Client Advisory Learn more about Stacy’s practice

Education

  • B.A. in Business Economics, Minor in Accounting from the University of California, Los Angeles

Highlights

  • Member of both the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants

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