Tracy Zhang, CFP®
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Executive Summary
Tracy Zhang, CFP(r) is a highly experienced Schwab Sr. Financial Consultant with over 30 years of work experience. She specializes in asset allocation, investments, small business retirement plans, 401k rollovers, and executive compensation planning. Tracy is dedicated to creating a better financial life and collaborating with clients to create a plan defined by their goals. She offers comprehensive advice and strategies that align with their goals, including wealth management, investing, portfolio analysis, college planning, and transparency. Tracy's expertise and commitment make her a valuable asset to any financial future.
Contact Information
Current Workspace
Charles Schwab
Vice President | Senior Financial Consultant&Vice President  Senior Financial Consultant&Senior Advice Manager&Senior Advice Manager, Schwab Private Client&Senior Branch Manager&Senior Investment Specialist&Investment Specialist II&Investment Specialist Ii
Vice President | Senior Financial Consultant
Vice President  Senior Financial Consultant
Senior Advice Manager
Senior Advice Manager, Schwab Private Client
Senior Branch Manager
Senior Investment Specialist
Investment Specialist II
Investment Specialist Ii
Professional Background
Personal Interests
Colleagues
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