Kevin P. Tracy | Financial Planner
With 25 years in the financial services industry, Kevin Tracy established Tracy Wealth Management in 2002. Kevin is a Registered Representative, Financial Planner with FSC Securities Corporation, one of the largest independent broker/dealers in the country. Kevin is security registered, series 6, 63, 65 and is currently working towards his Certified Financial Plannerô certification.
Kevin is committed to serving his clients with integrity and professionalism. In his practice, emphasis is placed on assisting people with their life goals. This is accomplished by providing the education and information needed to help make intelligent decisions regarding wealth creation, preservation, and transfer of assets. He works closely with each individual to design, implement, and manage a financial plan constructed to meet their specific objectives.
Kevinís dedication to his clients is mirrored in his philanthropic and community involvement. He believes it is important to give back to the community where he lives and works. Kevin is also active in his church and has volunteered time and resources to the local United Way.
On a more personal side, Kevinís professional drive and dedication help fuel his passion for the outdoors. Kevin frequently enjoys hiking and backpacking on ocean beaches and in the Olympic National Park. He recently attained a private pilotís license, which has opened new opportunities to explore the area. Kevin earned his Bachelor of Arts degree in business at Jamestown College, Jamestown, N.D. He has also earned a Masters of Divinity from Lutheran Seminary in Saint Paul, Minnesota. He has resided in Port Angeles, Washington since 1987.