Tracy F. Lasecke, CFP®
Managing Principal, Senior Wealth Manager
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.
Mr. Lasecke served as a citizen ambassador to China in collaboration with the Financial Planning Association and has recently been invited to join the Financial Planning Delegation as an ambassador to India. Mr. Lasecke serves on the Regional Financial Planning Committee, is an active member of the Financial Planning Association and was President of the Silicon Valley Financial Planning Association in 2007. Additionally, Mr. Lasecke served as President and then Chair of the Silicon Valley Financial Planning Association 2006- 2008. He served as Chair of the NorCal Financial Planning Association Conference, which brings together regional chapters and nationwide members on an annual basis, from 2007 through 2009, where he still remains as a member of the board of directors. He also works with a variety of charities, including Special Olympics and Catholic Charities.
Tracy lives with his wife in Campbell and frequently visits his daughter who lives and works in San Francisco. He also enjoys waterskiing, golf, hiking and recently climbed to the top of Mt.Kilimanjaro in Tanzania.