Kacy started his financial planning career in 1995 when he joined Kochis Fitz (now
Aspiriant) in San Francisco and became a principal in 1998. In addition to serving
clients, he was a member of the firm's management committee and served for 3 years
as its Chief Planning Officer. He left the firm in August 2014.
Active in the industry, Kacy serves on the Board of Trustees of the Foundation for
Financial Planning, currently serving as Vice Chair. He served on several national
FPA task forces including the Diversity Task Force, and was chairman of the 2008 FPA
Diversity Summit. He also served on the Board of Directors of the Financial Planning
Association of San Francisco where he has served as its Chairman, President and the
Director of Public Relations.