Tracy Andrade
Waterloo
Marnoa Private Wealth Counsel
Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Member Bio
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Tracy is an Associate Wealth Advisor and Certified Financial Planner (CFP®). Tracy provides specialized guidance for those individuals in the “Sandwich Generation” who support both aging parents and their own children.
Tracy’s approach to wealth management goes beyond traditional financial planning. She understands that her clients’ financial well-being is interconnected with their emotional, physical, and mental well-being. With an empathetic and client-centric approach, Tracy takes the time to understand her clients’ unique circumstances, goals, and aspirations. By thoroughly analyzing their financial landscape, risk tolerance, and long-term objectives, she tailors solutions that empower her clients to achieve financial security, while navigating the complexities of their unique situations.
Driven by a desire to help clients protect their assets and loved ones, she has extensive experience in life and living benefits insurance. Since starting her career in 2008, Tracy has made a significant impact on the lives of her clients, by providing them with financial peace of mind and the confidence to navigate life’s uncertainties. Her approach and commitment to personalized service has earned her a loyal clientele who value her expertise, professionalism, and genuine care for their financial well-being.
Tracy holds the Chartered Investment Manager (CIM®) designation.
Tracy enjoys spending time with her husband and playing sports with her two sons. She loves spending time at the beach, cooking and gardening.
Tracy’s approach to wealth management goes beyond traditional financial planning. She understands that her clients’ financial well-being is interconnected with their emotional, physical, and mental well-being. With an empathetic and client-centric approach, Tracy takes the time to understand her clients’ unique circumstances, goals, and aspirations. By thoroughly analyzing their financial landscape, risk tolerance, and long-term objectives, she tailors solutions that empower her clients to achieve financial security, while navigating the complexities of their unique situations.
Driven by a desire to help clients protect their assets and loved ones, she has extensive experience in life and living benefits insurance. Since starting her career in 2008, Tracy has made a significant impact on the lives of her clients, by providing them with financial peace of mind and the confidence to navigate life’s uncertainties. Her approach and commitment to personalized service has earned her a loyal clientele who value her expertise, professionalism, and genuine care for their financial well-being.
Tracy holds the Chartered Investment Manager (CIM®) designation.
Tracy enjoys spending time with her husband and playing sports with her two sons. She loves spending time at the beach, cooking and gardening.
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