Tracy  Lasecke,  CFP<sup>&reg;</sup> - Financial Advisor

Tracy Lasecke, CFP®

CEO

Allworth Financial

2105 S BASCOM AVE, Ste 255
Campbell, CA 95008-3293
FINANCIAL ADVISOR'S WEBSITE
(408) 688-0888

General

Tracy Lasecke is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Allworth Financial in Campbell, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other -

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking, Charitable & Planned Giving, Estate Planning, Investment Management, Employee Benefits, Retirement

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Helpful Financial Planning Resources