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

Tracy Lasecke, CFP®

CEO

Allworth Financial

3190 S Bascom Ave, Ste 210
San Jose, CA 95124
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 San Jose, 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