Colin Tracy, Financial Advisor located in Lakeway, TX

Financial Advisor
Colin J Tracy

CFP®, CPWA®, CEPA®
2121 Lohmans Crossing Rd, Suite 506, Lakeway, TX 78734opens in a new window
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Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Intergenerational Planning
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Portfolio Reviews

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CPWA®

    Certified Private Wealth Advisor®

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Spending Time with Family
  • Movies & Entertainment
  • Health & Nutrition
  • Chess
  • Martial Arts

Team Members

  • Kathleen Morgan
    Sr. Branch Office Administrator
  • Penny Cape
    Sr. Branch Office Administrator
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(512) 306-0009

Fax

(866) 301-4875

Office Address

2121 Lohmans Crossing Rd
Suite 506
Lakeway, TX 78734opens in a new window

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