Stacy Santa Cruz

Client Service Associate

Job Description – From answering and forwarding calls, to warmly greeting and serving clients upon arrival, Stacy is the front line of JFA’s supreme client experience. She also lends support in special projects and helps keep everything in order around the office.

Education – Studied at Ohlone College – Communications

Certifications – Notary Public

Getting to Know Stacy

Stacy loves to laugh and live life to the fullest. The perfect balance of adventurer and home-body, her favorite activities include traveling, restaurant hunting, hiking, and finding new karaoke spots as well as Hulu binging, cooking a good meal, and knitting an array of hats and scarfs. Though, family being the most important aspect of her life, she’s usually found at a family BBQ or dinner.

  • Favorite food: Spaghetti
  • Favorite holiday: Thanksgiving
  • Favorite movie: Breakfast at Tiffany’s
  • Something on Stacy’s bucket list: Singing the National Anthem at a ball game.

Why I like working at JFA – “I enjoy working at Johanson Financial Advisors because not only am I part of a cohesive team, but I get to do what I’m most passionate about, helping others. I take pride in the fact that myself and my colleagues will go to any lengths possible to deliver superior customer service for all client needs. A great team environment, plus the opportunity to be constantly learning and growing makes everyday a joy.”