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TBG Investing

A firm focused on Women & Wealth. Invest With Confidence. Plan With Purpose. Live the Life You Imagine. Whether you're planning for retirement, wanting to travel more, retire early, have your own business, are managing a career change, or navigating caregiving responsibilities - at TBG Investing - Tracy uses her passion and 25+ years of finance experience working with high-net-worth trust clients, investment management and financial planning to build a customized financial plan and investment portfolio that's based on your unique situation, goals and aspirations, so you can live a life you truly want and love. We believe everyone deserves access to financial advice in an easy-to-understand and 100% judgement-free zone. Please don't be shy in reaching out and setting up a complimentary consultation, zero sales pressure involved. We work with clients virtually across the nation and Tracy is active on LinkedIn - you can check her out and get to know her more there! https://www.linkedin.com/in/tracybarongarcia/

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Tracy Baron Garcia, CFP®, MBA
NAPFA-Registered Financial Advisor
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

525 3rd St. Ste. 200 Lake Oswego, OR 97034 Phone: +1 (773) 245-0418

Primary Office

525 3rd St. Ste. 200 Lake Oswego, OR 97034 Phone: +1 (773) 245-0418