Trusted Financial Advisor

Mr David Thomas Tracy CFP

Mr David Thomas Tracy CFP

Legacy Wealth Partners

21031 Ventura Blvd Ste 103, Woodland Hills, CA

90% Trust Score
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Compensation
Commission and Fee
Min. Assets
$350,000
Languages
English
License
Not Validated

Areas of Expertise

Comprehensive Financial Planning, LGBT Individuals and Couples, Long-Term Care, Retirement Income Management, Young Professionals

Client reviews 1 published

1 Favorable
0 Unfavorable
0 Neutral
Client
May 12, 2020
Favorable

Certified Trusted Financial Advisor