TRACY VALERO, CRPC ®

Director of Wealth Management
LPL Financial Advisor

SAPPHIRE INVESTMENT SERVICES LLS

Director of Wealth Management
LPL Financial Advisor

ABOUT US

About Tracy at Sapphire
Investment Services

Tracy has 17 years of Financial Services experience. Throughout her career, Tracy has gained extensive knowledge of the Financial Industry. She began her career as a bank teller, quickly advancing into a personal banker role and then onto management. Tracy found her passion as a Financial Advisor where she has been able to provide guidance to clients for the last several years.

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MAIN SERVICES

Financial Services

INVESTMENT PLANNING

Investment Planning is the cornerstone to pursue your financial goals.
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RISK MANAGEMENT PLANNING

A risk management plan can protect you from financial hazards that occur throughout life.
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SOCIAL SECURITY BENEFITS & PENSION PLAN ANALYSIS

Securing the maximum pay out of your pension plan and Social Security benefits… 
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RETIREMENT PLANNING

I create a customized, sound financial strategy with the intent on reaching each of my client’s goals…
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Individual Financial Planning

Whether you are starting at a younger or older age, I understand that every individual has a different goal.
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TRUST AND ESTATE PLANNING SERVICES

All factors of Estate Planning are essential to provide for your family, including establishing trust funds.
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