Opportunity

Working with Tracy Haraksin provides you the unique opportunity to strategize for your success. Tracy, along with her professional team, will work with you to envision a superior financial future, then help you build towards that future. Tracy does this by showing you a clear picture of where you are today and listening to your concerns for tomorrow, to meet all your financial goals. This includes building wealth, ensuring your money is protected, maximizing retirement income, and the legacy you leave to your family and community. By recognizing your desires and spotting the things that must change, she and her team can help you build financial wealth as you create richer lives for yourselves and your families.

Philosophy

We live in a society built on “doing it yourself” - DIY. And it works in some areas of life. But it is not working in people’s finances when 57% of Americans retire with less than $25,000*. Tracy takes an uncommon approach towards helping her clients achieve long-term financial success. Breaking away from this model, Tracy creates a personalized plan beginning with a thorough understanding of their clients' current situation. Then she helps them concretely envision “a good life for the rest of their life.” Only after understanding her clients’ current situation, goals, and aspirations for the future is she able to offer step by step guidance towards building that future.

Earned Success

Tracy focused most of the early years of her career in the nonprofit sector. Her interest in fundraising led her to Pacific Advisors where a deep passion for charitable financial strategies is held at its core.
Tracy’s purpose is to help her clients flourish in crisis and success by providing uncommon, trustworthy, and person-centered advice about your financial circumstances and future. The sea of information available can cause procrastination, anxiety, and confusion. There are radio talk-show hosts, relatives, or a tax adviser.
Tracy helps to silence the financial chatter and see clients flourish financially!
Bright people realize the value of getting quality help, which is why many of them rely on Tracy and her team here at Pacific Advisors to help them with their financial futures. Building secure financial futures often includes areas such as tailored retirement income strategies, tax-reduction strategies, investments, life insurance planning, and effective asset allocation and coordination.

Background

Although Tracy was born in Southern California, her father’s job took them to Illinois and Colorado before settling back in California. She holds a degree of Bachelors of Arts in Business Administration from Azusa Pacific University. She worked primarily in marketing and fundraising, with a focus on planned giving, before becoming a full time financial specialist. Tracy and her husband, George currently live in Upland with their two adult sons. Tracy is involved in providing financial education in corporations, volunteering at local nonprofits, and leading a nonprofit herself, providing charitable planning assistance to identify large donations. She is proud to work in the quaint village of Claremont, California, which allows her access to other Pacific Advisors offices in Corona, Newport Beach, Glendale, and Beverly Hills.

Commitment to Education

Tracy invests in herself to provide value to her clients. This is most evident in her commitment to ongoing education. She believes that only by keeping ahead of the fast-paced changes in our economy can she be of optimum value to their clients. In addition to her education and professional experience, and meeting the base requirements for this industry, Tracy is working towards an industry designation, making her a highly sought-after financial specialist.