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

Tracy Burgett, CFP®

JD, CPWA®

Founder/Financial Planner

Burgett Financial Planning LLC

11291 Corte Belleza
San Diego, CA 92130
FINANCIAL ADVISOR'S WEBSITE
(858) 208-0464 CONNECT WITH Tracy
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General

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

Financial Advisor Overview

My mission is to provide clients with the knowledge and advice they need to move forward and live their best lives. I work with individuals and families that are looking for answers to their questions such as: - Am I on track for retirement? - I have cash in my accounts. What do I do with it? - Where should I be saving after I max out my 401(k)?

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Financial Advisor Experience

I am a former attorney that began a new career in financial planning in 2007. I earned both the Certified Financial Planner (CFP® and Certified Private Wealth Advisor (CPWA®) designations to better serve my clients. I focus on retirement and tax planning, Social Security and Medicare questions, employee benefits and stock option planning, and investment planning.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Admitted to Bar
  • Other - Certified Private Wealth Advisor (CPWA®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Employee Benefits, Mutual Funds, Real Estate, Retirement, Stocks & Bonds, Life Planning, Starting a Family, Sudden Wealth, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources