Tracey Lundahl, FPQP™Tracey Lundahl, FPQP™
Senior Relationship Manager

Tracey is a Senior Relationship Manager within the Beacon Pointe Los Angeles Office. Her responsibilities include partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. For over 22 years, Tracey has been providing high-touch client service within the financial services industry. She takes great pride in building a strong rapport with clients; established on a foundation of trust and dependability. Tracey received her FPQP™ designation, Financial Paraplanner Qualified Professional, from the College for Financial Planning and holds a B.A. in Humanities from Arizona State University. Her career began in private banking, but she eventually transitioned her knowledge and passion for client service excellence to the wealth management realm.  Tracey resides in Phoenix, AZ with her husband, where they share a reverence for nature and devote most of their free time to rescuing & caring for animals.


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