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

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Tracey Lundahl is a Senior Relationship Manager within Beacon Pointe’s Centralized Operations Department where her primary responsibility is to provide dedicated support for the firm’s ultra-high-net-worth Family Office relationships. She has worked in financial services for over two decades and conveyed her years of experience and knowledge to Beacon Pointe when she joined the team in 2019. She holds an FPQP™ designation from the College for Financial Planning and a B.A. in Humanities from Arizona State University. 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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