Ginny Stanley, CPA/PFS/ABV, AIFA®, CFP®, CVA, CGMA
Ginny has been helping organizations, individuals, families and Native American tribes find creative approaches to financial dilemmas for more than 30 years. Ginny is responsible for the management of REDW Stanley Financial Advisors, LLC, the wealth management arm of REDW.
A nationally recognized expert and leader in the financial planning industry, Ginny is particularly skilled in helping clients establish focus and direction in their financial lives. Her outstanding technical capabilities, communication skills and personal experience in investing (as a small business owner and an active real estate investor) bring a wide range of knowledge and implementation skills to her client relationships.
Her education, background, and work experience have afforded Ginny a unique perspective and ability to deal with varied and complex personal financial issues. Her talents are often requested in resolving financial conflicts in divorce, estate, and investment matters. She has served as a mediator, expert witness, and court-appointed expert in property division matters, lawsuits, and complicated estate disputes, as well as NASD arbitration matters.
Bachelor of Science in Psychology and Philosophy from the College of St. Teresa and University of Minnesota
Post-graduate studies in Business Administration at the University of New Mexico
PROFESSIONAL QUALIFICATIONS AND MEMBERSHIPS
In addition to being a Certified Public Accountant in New Mexico, Ginny holds the following certifications and designations:
- Personal Financial Specialist (PFS)
- Certified Financial PlannerTM
- Certified Valuation Analyst (CVA)
- Accredited in Business Valuation (ABV)
- Accredited Fiduciary Investment Analyst (AIFA®) designation
- Chartered Global Management Accountant (CGMA)
She has also been trained in investment advisor compliance matters as well as fraud and forensics.
Ginny has a long history of leadership positions in professional associations. She is a past president of the New Mexico Society of Certified Public Accountants (NMSCPA), served several terms on the NMSCPA Board of Directors, and is past chair of the NMSCPA’s Financial Planning, Strategic Planning, and Ethics Committees.
She is a former member of the Board of Directors of the AICPA, an appointed member of the Finance, Strategic Planning Advisory Board, and Investment Committees, as well as the elected New Mexico representative to the AICPA Council. Ginny served two terms on the AICPA National Accreditation Commission as well as the PFP Executive Committee.
She is a past member of the Certified Financial Planners (CFP®) Board of Governors, Board of Appeals, and was chairman of the Board of Standard Audit Committee.
Ginny was one of the elite group responsible for developing the ethical and quality control standards applicable to CPA financial planners as promulgated by the AICPA.
PUBLICATIONS & SPEAKING ENGAGEMENTS
Ginny is often asked to contribute planning advice for articles in the Wall Street Journal, USA Today, Financial Planning, Fortune, Smart Money and Money magazines.
Ginny’s life of service includes volunteering as a facilitator in District Court. She counsels individuals in divorce on how to become financially sound, and has volunteered as a counselor and mentor to small business owners. Friends and colleagues know Ginny as someone who strictly adheres to values and integrity and holds others to the same high standards.