Focus: Insurance Strategies, Investment Strategies, Business Owners
I believe success in achieving important financial goals starts with a comprehensive wealth strategy. I will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.
Robert Tracy is domiciled in CA
Check the background of this investment professional on FINRA’s BrokerCheck
989 East Hillsdale Blvd Suite 230
Foster City, CA 94404