Tracy F. Lasecke, CFP
Tracy F. Lasecke, CFP® is a managing partner with Silicon Valley Wealth Advisors , and serves as firm CEO. He has been with the company since 2000. Before joining the group, Mr. Lasecke worked as an agent for The Principal Financial Group, a registered investment representative and broker for The New England Company and as a trust officer for a regional bank. He has also been a retirement plan trustee and investment specialist which has allowed him to deeply understand retirement regulations and portfolio construction to address a vast array of financial issues. Mr. Lasecke also has extensive experience in the area of life, health, disability and long-term care insurance.
Book This Instructor to Speak
Western CPE’s instructors are veteran industry experts at the top of their game, so they’re in high demand for speaking engagements around the country. If you’re interested in inviting one of our experts to speak at your event, please reach out below.