Cfp® Tracy Zhang

Tracy Zhang, a Cfp® and Schwab Senior Financial Consultant, assists clients in creating a better financial life by developing tailored plans aligned with their goals.

With a background in Applied Economics from San Francisco State University and Economics from Sun Yat-sen University, Tracy brings a strong educational foundation to her role.

Having served in various capacities at Charles Schwab, including Vice President, Senior Financial Consultant, Senior Advice Manager, Branch Manager, and Investment Specialist, Tracy has a wealth of experience in wealth management, investing, portfolio analysis, college planning, and more.

Tracy embraces Schwab's modern wealth management approach, focusing on transparency, value, and empowering clients to take control of their financial well-being.

To kickstart a conversation on securing your financial future, reach out to Tracy at 650-614-2039 or via email at tracy.zhang@schwab.com.