Adam Tracy
Wealth Management Advisor
Adam’s love of numbers and desire to help others made financial planning a natural career choice. Whether he’s mapping out a strategy for someone early in their career or fine-tuning a plan for someone in retirement, he’s always focused on the client’s needs.
Adam earned his bachelor’s degree in economics from California State University San Marcos. Before joining Family Focus Financial Group, he worked as a financial solutions advisor at Merrill Lynch. He has passed the Series 7 and Series 66 securities exams and holds his life and health insurance licenses. He also earned the Chartered Retirement Planning Counselor™ (CRPC®) designation for advisors who specialize in pre- and post-retirement planning.
South Carolina is home to Adam’s entire immediate family. He lives with his German Shepherd, Auggie, on Hilton Head Island, not far from his parents.
Outside the office, Adam enjoys lifting weights, golfing, keeping his mind sharp with strategy games and spending time with his parents and brother.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.