Robert Tracy

Robert Tracy is a dedicated LPL Financial Planner with Pacific Wealth Management, where he brings extensive knowledge in wealth management, protection, and retirement planning to clients and families. With a strong commitment to helping clients align their financial resources with their life goals, Robert is known for guiding clients through a comprehensive planning process and holding them accountable to reach the financial outcomes they envision.

He has held positions with MetLife, MassMutual, and Lincoln, where he has helped countless clients pursue their financial goals.

Robert has been in the financial services industry since 2007 and became a Certified Financial Planner™ in 2013. He is a graduate of San Diego State University with a degree in Political Science.

Outside of his professional life, he is a lifelong Bay Area resident and a proud member of the San Mateo community, where he resides with his wife, Simone, and their two children, Dylan and Lila. Robert enjoys coaching youth soccer and baseball and volunteers at his children’s schools, Baywood Elementary and Borel Middle School. An avid Warriors fan and sports memorabilia collector, Robert’s passion for his community and family life are central to who he is.