Tracy A. Chan launched his investment firm in February 2021 after working for more than 20 years in investment and financial services at Morgan Stanley, Wells Fargo Advisor and Wells Capital Management. As an Independent Financial Advisor with LPL Financial, Tracy specializes in wealth management for business owners, high-net-worth individuals and company-sponsored retirement plans. His mission is to offer personalized, hands-on service to educate his clients about financial independence through planning, and he believes everyone should have access to financial advice regardless of the size of their bank account or portfolio.
Prior to starting his own firm, Tracy spent 12+ years as a Financial Advisor at Morgan Stanley and Wells Fargo Advisor where he provided financial advice and guidance to individuals, families, or businesses in managing their financial affairs. He also served as an Associate Portfolio Manager at Wells Capital Management for nine years, responsible for managing over $500m of fixed income assets.
Tracy has a MBA in Finance from the University of Indiana - Kelley School of Business and a Bachelors from San Francisco State University. He also holds a CRPCTM designation (Chartered Retirement Planning Counselor) and California insurance license (#0G63720).
In his spare time, Tracy enjoys playing golf, watching his favorite sports teams on TV, and cooking. He and his wife, Mimi, recently celebrated their 25th anniversary, and their daughter, Amanda is a recent graduate from the University of Pennsylvania with a degree in Economics.