Thomas G. Tracy,  CFP<sup>&reg;</sup> - Financial Advisor

Thomas G. Tracy, CFP®

CFA, MBA

Aspiriant

50 California, Ste 2600
San Francisco, CA 94111
(415) 371-7800

General

Thomas Tracy is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Aspiriant in San Francisco, CA and the surrounding communities.

Financial Advisor Overview

Kochis Fitz is a Wealth Management firm providing financial planning and investment management services to high net-worth individuals. Our services include retirement planning, insurance analysis, strategy for employee stock options and other executive compensation. We assist clients with financial decisions in all areas including use of debt, estate planning techniques, and philanthropic and family gift strategies. We manage clients' portfolios (minimum of $3 million) through third party custodians and private equity investments. Our services are further described on our website at www.KochisFitz.com.

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Financial Advisor Experience

I am part of Kochis Fitz, a comprehensive wealth management firm, with 25 employees, including 10 financial planners who work as a team.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)
  • Other -

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate Planning, Investment Management, Retirement, Long-term Care

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Helpful Financial Planning Resources