Tracey Lundahl, FPQP™
Associate Financial Planner

Tracey is an Associate Financial Planner 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.  She also holds a B.A. in Humanities from Arizona State University. Tracey’s financial services career has spanned over 20 years and began in the banking industry where she held roles in private and retail banking operations as well as loan portfolio and compliance administration.  In 2016, she transitioned her experience and skills to wealth management and financial planning, 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 their free time to rescuing and caring for animals.

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