Tracy Shea

Tracy A. Shea

Tracy's goal as a certified financial planner is to help clients to and through retirement. Tracy helps clients identify their pre- and post-retirement needs, helps families with estate reviews, assists business owners wth business succession strategies, and provides financial guidance for divorce and estate settlement. Tracy assists clients across the United States. In addition to being licensed as a Certified Financial Planner(R) Certificant, Tracy is also a Chartered Life Underwriter(R), a Chartered Financial Consultant(R), and a Certified Financial Divorce Analyst(R). She also has her FINRA Series 7 & 66 licenses and her Life, Health, and Variable Annuity License.