Tracy Milanese, Financial Advisor located in Phoenix, AZ

Financial Advisor
Tracy G Milanese

CFP®, CEPA®, CRPS™
6868 N 7th Ave Suite 103, Phoenix, AZ 85013opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Charitable Giving
  • LGBTQ+ Finances
  • Entertainment Industry
  • Intergenerational Planning

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

  • CRPS™

    Chartered Retirement Plans Specialist™

Personal Interests

  • Spending Time with Family
  • Running
  • Hiking
  • Pets
  • Volunteering

Team Members

  • Taylor Nakakihara
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(602) 265-3437

Fax

(877) 494-2950

Office Address

6868 N 7th Ave Suite 103
Phoenix, AZ 85013opens in a new window

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