WOMEN & WEALTH
Flying Higher Together
Tracy Baron Garcia, CFP®
“I’m on a mission to help you use money to create peace of mind and a life you love.”
Hi, I’m Tracy!
Over the years, I’ve seen how unique challenges like living longer, caregiving and getting paid less affect women and their financial future.
I’m on a mission to create a brighter future for women and am passionate about using my 25+ years of finance experience to help you build and protect your wealth - starting now.
My experience includes banking, investing and financial planning and ranges from - working with wealthy trust clients - to being responsible for large corporate 401(k) plans totaling up to $11 Billion - to financial planning for wineries in Napa Valley (and becoming a pseudo wine pro! :)
I’m a people first finance professional with an undergraduate finance degree at the University of Illinois at Urbana-Champaign, an MBA in finance at the Northwestern Kellogg School of Management and I love watching Big 10 (I mean 18) sports!
“I believe the more money women have - the more good there is in the world.”
I fell in love with basketball when I was young, then wine and travel as a young adult and have visited over 30 countries. A little later in life, I fell in love all over again, with my Husband, Alvaro and our little doggie, Bobo. We live in beautiful Oregon where Al continues to work in wine and we love to head to the stunning coast!
I can’t wait to hear about your dreams and aspirations. I uniquely understand that you seek guidance in a welcoming and comfortable environment. We work together in a safe and confidential space while helping you build a brighter, more secure, financial future.
Join me in this women & wealth movement.
Join me in making money less taboo.
We need to talk about money more…
Money can bring out soooo many different feelings.
When working together, we look at where you’re at, so we can get you on the path to where you want to go.
It’s not about looking back with regrets, but looking forward to what’s ahead, based on your dreams and goals.
We collaborate with you on your plan so that you are fully on board, proud of your strategy and excited for what the future holds.