Stacy S. Segal Insurance Services has more than 15 years of experience in the industry. Stacy, a graduate of the University of Virginia, has served as a licensed life insurance and financial services professional since 2004. Learning from her father and manager Bob, a West Point graduate and Vietnam Veteran, she began her career in the mortgage protection market in Northern Virginia and Virginia Beach. Supported by her primary marketing organization American Classic Agency, she moved to Huntington Beach, California in the summer of 2004, where she expanded her knowledge and capacity to serve her community and clients. In addition, she taught, trained, developed, worked alongside and managed other aspiring and seasoned agents in the life insurance field and enjoys creating teams of motivated professionals.
For 10 years as a Registered Representative, Stacy held Series 6 and 63 licenses, but found that she was more passionate about working within fixed accounts and products that offered little to no risk to her clients. By focusing on her core competency of helping her clients create, access, keep, control and transfer the money that they make, she found her stride. For her emerging affluent and high-net-worth clients who work with, or need, wealth managers, she has successfully partnered with their existing financial planners, or those she has referred, in order to provide the most value and well-rounded expertise to the people with whom she works.
Having grown-up on stage in dance, music and musical theatre, she's comfortable in front of a crowd and loves opportunities to share stories and educate her communities about the benefits and power of life insurance, as well as her unique approach to eliminating non-strategic debt to accelerate financial freedom. An Ironman triathlete (Ironman Arizona), she understands dedication and persistence, and proudly sponsors Team Elite by Coach SBR to help allow others to realize that "Anything Is Possible."
Beyond the business...
We love supporting our community! In 2019, our sponsorship helped Chapman Elementary School have its most successful fundraising Jog-A-Thon ever, helping the school purchase new A/V equipment. Cheer for our athletes at local and international triathlons! In 2016, we began sponsoring Seal Beach-based TeamElite by CoachSBR's amazing endurance athletes. Most recently, we are proudly supporting the 40th Anniversary of Southland Integrated Services commitment to the health and happiness of our Orange County residents.