Tracy Baron Garcia (CFP®, MBA)
Tracy Baron Garcia focuses in the
following client markets or areas of practice:
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Women's Financial Planning Issues
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Women's Financial Planning Issues
Planning Specialties
We specialize in helping women design their dream life and build a strategy that uses money to help them achieve their life goals. Over the years, I’ve seen how unique challenges like living longer, career breaks for caregiving and getting paid less affect women and their financial future. I’m on a mission to create a brighter future for women and am passionate about using my 25+ years of finance experience to help you build and protect your wealth - starting now. Whether it’s ongoing investment/wealth management, a financial planning project, or ongoing financial planning for solo service based woman business owners - we work together based on what you need.Additional Information
My experience includes banking and investment management at Northern Trust in Chicago for 15 years - working with ultra-wealthy trust clients to being responsible for large corporate 401(k) plans totaling up to $11 Billion - to financial planning for large wineries in Napa Valley (and becoming a pseudo wine pro! :) I’m a people first finance professional who represents 24% of the women CFP® professionals and am passionate about women having more financial security and opportunity. With an undergraduate finance degree at the University of Illinois at Urbana-Champaign, an MBA in finance at the Northwestern Kellogg School of Management, I also love watching Big 10 (I mean 18) sports!NAPFA Start Date
November 07, 2024
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