(559) 297-8080
info@imalegacy.com

Stacia Josephson, MA, FPQP®

A Heart for Service
Supporting the People

Behind the Plan

Stacia did not begin her career in finance. Her path started in the classroom, where she spent six years teaching high school mathematics and helping students gain confidence in subjects that often felt overwhelming. Through those years, she discovered something that still shapes the way she works today. Numbers matter, but people matter more. When Stacia joined Legacy Finance, she brought that same mindset with her. Clients are not just accounts or paperwork to process. They are families with goals, concerns, and stories of their own. As Client Services Manager, Stacia helps ensure every client interaction is thoughtful, organized, and supportive. Whether helping guide someone through paperwork, answering questions, or simply making sure clients feel cared for, her goal is always the same. To make every client experience clear, comfortable, and personal.

Experience That Supports Every Client
Client Services Manager 
of Legacy Finance

Stacia brings a unique blend of analytical thinking, educational experience, and a heart for service to her role at Legacy Finance. With a background in mathematics and a passion for helping others, she supports our clients with care, clarity, and consistency while helping ensure each interaction feels personal and meaningful.


      • Born and raised in Modesto, California
      • Bachelor’s degree in Mathematics from Fresno State University
      • Taught high school mathematics for six years
      • Master’s degree in Mathematics Education from Fresno Pacific University
      • Transitioned into the financial industry in 2022
      • Promoted to Client Services Manager after just six months at Legacy Finance
      • Earned the FPQP® (Financial Paraplanner Qualified Professional) designation in 2025


      Stacia brings a well rounded blend of analytical thinking, educational experience, and a heart for service to her role at Legacy Finance. In 2025 she earned the FPQP® (Financial Paraplanner Qualified Professional) designation, further strengthening her ability to support the planning process and serve clients with accuracy and care.


      A Little More About Stacia

      A Little More About Stacia

      Outside of the office, Stacia enjoys serving in her church community and finding ways to give back through education and mentorship. She has always had a passion for helping others learn and grow, which continues to shape the way she works with clients today. In her free time, Stacia enjoys visiting Disney and spending time with friends and family. Ask her how many Disney ears she owns! Her positive energy, curiosity, and genuine care for people makes her a valued part of the Legacy Finance team and someone clients enjoy working with.

      Our Values
      Our Process
      Our History

      Stacia can't wait to meet you!
      Dedicated client support with a heart for service

      Stacia plays an important role in helping Legacy Finance clients feel supported and cared for throughout their financial planning journey. With a background in mathematics and education, she brings strong analytical thinking along with a natural ability to explain complex topics clearly. Stacia works closely with clients to ensure every interaction is smooth, organized, and meaningful. If you need assistance or have questions about your financial plan, Stacia is always happy to help.

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