Why Use This Tool?

FPA PlannerSearch Participants:

Home > Financial Planner Directory > California > Tustin > Tracy S. McKenney, CFP®
Find the Certified Financial Planner™
Who's right for you.

Tracy S. McKenney, CFP®

Securities America, Inc.

200 South A Street
Tustin, CA 92780
Phone: (714) 505-6161
Fax: (714) 505-6162

Print Profile

View Map

Get Directions

Saved in Saved Planners

Household Income Minimum: $100,000
Investable Asset Minimum: $100,000

Specialties
  • Comprehensive Financial Planning
  • Charitable & Planned Giving
  • Estate Planning
  • Investment Management
  • Insurance
  • Retirement
  • Long-term Care
  • Sudden Wealth
  • Women's Finances

 

How Planner Charges

Considerations: Specialist in Retirement Income Distribution