Fee-Only Financial Advisor for Women
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!
I’m a fee-only fiduciary financial advisor who specializes in working with women. Through personalized financial planning and investment management, I help women build, protect, and grow their wealth with clarity, confidence, and intention.
Over the years, I’ve seen how unique challenges like living longer, caregiving and getting paid less can significantly affect women’s financial futures.
I’m on a mission to create a brighter future for women, using my 25+ years of experience in finance to help you build and protect your wealth - starting now.
My background spans banking, investing and financial planning and ranges from - working with ultra-wealthy trust clients to overseeing 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 from the University of Illinois at Urbana-Champaign and an MBA in finance from Northwestern’s Kellogg School of Management. I love watching Big 10 (I mean 18) sports and am loyal to the Illini to this day!
“I believe the more money women have - the more good there is in the world.”
My story…
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.