LPL Financial Tracy Chan
(626) 633-2451
215 North Marengo Avenue Floor 3, Pasadena, California, 91101
About us
In February 2021, Tracy Chan launched his investment firm in Pasadena, California. Tracy became an independent financial advisor with LPL Financial. He immediately found himself with 70 accounts. 30 individual and 40 retirement plan accounts were so impressed by the work he’d done for them and they were happy to follow him so they could continue to benefit from Tracy’s more than 20 years of investment and financial experience. Tracy specializes in wealth management for business owners, high-net-worth individuals and company-sponsored retirement plans.