Tracy Lasecke (CFP®)
Tracy Lasecke focuses in the
following client markets or areas of practice:
- Alternative or Private Investments
- Business Owners
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Middle Income Client Needs
- Alternative or Private Investments
- Business Owners
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Middle Income Client Needs
Planning Specialties
Silicon Valley Wealth Advisors provides transparent, personal financial planning, portfolio management and tax planning services to people with diverse wealth management needs.
Our services are specifically designed to meet the needs of successful individuals in transition, who are often faced with multiple—and sometimes competing—financial needs.
Our clients may be:
- Experienced professionals who need advice on managing stock options
- People seeking guidance on investment allocation
- Parents interested in the best strategies for financing a child’s college education
- Individuals who are nearing retirement and interested in planning for future long-term-care needs
- Children who are providing financial support for aging parents
- Divorcees and widows who want to create a secure financial future
Whatever your specific situation, our comprehensive services help you reduce the stress of major life transitions, minimizing worry and building security in the process. As your advisor, we partner with you, developing a complete understanding of your financial situation so that we can make recommendations that will help you maximize your wealth and achieve your goals.
Additional Information
Tracy F. Lasecke, CFP® is a managing partner with Silicon Valley Wealth Advisors , and serves as firm CEO. He has been with the company since 2000. Before joining the group, Mr. Lasecke worked as an agent for The Principal Financial Group, a registered investment representative and broker for The New England Company and as a trust officer for a regional bank. He has also been a retirement plan trustee and investment specialist which has allowed him to deeply understand retirement regulations and portfolio construction to address a vast array of financial issues. Mr. Lasecke also has extensive experience in the area of life, health, disability and long-term care insurance.
Mr. Lasecke served as a citizen ambassador to China in collaboration with the Financial Planning Association and has recently been invited to join the Financial Planning Delegation as an ambassador to India. Mr. Lasecke serves on the Regional Financial Planning Committee, is an active member of the Financial Planning Association and was President of the Silicon Valley Financial Planning Association in 2007. Additionally, Mr. Lasecke served as President and then Chair of the Silicon Valley Financial Planning Association 2006- 2008. He served as Chair of the NorCal Financial Planning Association Conference, which brings together regional chapters and nationwide members on an annual basis, from 2007 through 2009, where he still remains as a member of the board of directors. He also works with a variety of charities, including Special Olympics and Catholic Charities.
Tracy lives with his wife in Campbell and frequently visits his daughter who lives and works in San Francisco. He also enjoys waterskiing, golf, hiking and recently climbed to the top of Mt.Kilimanjaro in Tanzania.
NAPFA Start Date
October 13, 2017
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