Tracy Schaff
VP Investments, Stirlingshire
Financial Licenses: MBA in Personal Financial Planning, Certified Financial Planner (CFP), Securities Series 7, 65, 63 & 6; Life/Annuity & Health licensed in multiple states.
Upon completion of his MBA in personal financial planning in 2006, Tracy entered the industry as a life insurance agent and evolved into a full-service financial planner with an emphasis on wealth accumulation and risk management.
As a Certified Financial Planner/Financial Advisor in the Puget Sound area, Tracy has gotten to know many local families. He understands that when it comes to preparing for your financial future, each person's needs are unique. That's why when you contact him, you'll receive personalized service based on your needs. Tracy looks forward to helping you prepare a strategy to achieve your financial goals. From saving for your child's education to your retirement, his ongoing priority is to help you to create a financial strategy to achieve the peace of mind that you deserve.
As a student of the industry, Tracy is passionate about financial literacy and aims to help you understand your options and provide quality service for you and your family.
Originally raised on a dairy farm in North Dakota, Tracy is a devoted husband and father and enjoys spending time with friends and family, barbecues, watching sports, and spending time in the yard.
Get in touch:
360-528-3248
Please book time on my calendar for a meeting.