Tracey Lundahl, FPQP™
Senior Associate, Client Service
Tracey is a Senior Associate, Client Service for Beacon Pointe’s Los Angeles office where her responsibilities include client servicing and financial planning. She received her FPQP™, Financial Paraplanner Qualified Professional, designation from the College for Financial Planning and she holds a B.A. in Humanities from Arizona State University. Tracey’s financial services career began over 20 years ago in the banking industry where she held roles in private & retail banking operations as well as loan portfolio and compliance administration. In 2016, she transitioned her experience and skills to wealth management, and prior to joining Beacon Pointe she handled client service and operations for a boutique wealth management and estate planning firm. Tracey resides in Phoenix, AZ with her husband, where they devote most of their free time to rescuing and caring for animals.