Tracy Sula-Wang

5.0 out of 5.0
Rating 5.0
(5 Reviews)
Investment Advisor Representative
+1 (818) 459-3979
English
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Smart Decisions, Smart Goals

At Transamerica Financial Advisors (TFA), your financial goals become our financial goals. Services that are typically reserved for the wealthy now become available to everyone, with a diverse selection of financial strategies, innovative technology, and the experience and knowledge to help move you toward your goals. Our trusted representatives help you confidently choose from a variety of investments that are best designed to align with your goals, and partner with you to create a clear strategy to help grow and preserve your wealth — no matter life’s changes. *Investing involves risk including the potential loss of principal.
Money Matters
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An introduction to WFGIA and the key concepts that can help you build a solid financial foundation. Learn how WFG can help you and anticipate and overcome the challenges in saving for your future.
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Creating Confidence

Whether you’re saving for a car, for college, for a wedding, or for retirement, TFA can help you craft a strategy.

Services Offered by Tracy

Retirement Income Strategies

The key to a successful retirement is one that doesn’t require you to compromise your lifestyle or wonder if and when your nest egg will run out. As a TFA representative, I can provide a variety of options to help you prepare for your leisure years confidently without having to sacrifice your quality of life.

Insurance Protection

The most important part of preparing for the future is protecting it. As a TFA representative, I can help you prepare for uncertainty. Whether you outlive your retirement, pass away unexpectedly or become disabled, there are products that can help protect the life you’ve built for you and your loved ones.

Investment Advisory Services

Investment management does not have to be reserved for the wealthy. As an Investment Advisor Representative with TFA, you have ongoing access to receive my assistance with selecting the right asset allocation and tools for your particular financial goals.

Long Term Care

Long-term care planning is often overlooked but can be a key component of a solid financial foundation, especially as people continue living longer. Although your need may be far into the future, the time to plan for it is now – to help ensure expenses are covered if and when extended care is needed.

Business Strategies

Small business owners need financial and insurance options for themselves and their employees, and they need to ensure the future security of their businesses. I can help structure strategies for employees and owners to help ensure if- or when- something happens, those who own and run the business are protected.

Legacy Strategies

Without a personal legacy plan, the value of your estate can be eroded by taxes and assets may be dispersed in unintended ways. I can work with your attorney and tax professional to fund legacy strategies that can include life insurance products to keep your loved ones secure long after you're gone.
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Schedule a Complimentary, No Obligation Appointment with Tracy

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Client presentation

Our Success is Built on Yours

TFA empowers entrepreneurs to advance their practice and make a difference in the lives of clients through providing wealth and investment strategies. With access to our robust platform, diverse product portfolio, ongoing education and training, it's possible to build a holistic financial services practice. Whether you're new to this business or a seasoned professional, TFA is centered around fueling your growth as you build a legacy for yourself and help others do the same.

Frequently Asked Questions

Recent Reviews for Tracy Sula-Wang

Displaying reviews 1 - 5 of the 5 most recent
  • 5 out of 5
    Rating 5.0
    Tracy is AMAZING!! She is the reason why I started to save in the right ways. Before Tracy I had a financial advisor who didn't educate me on the simple concepts of making my money work for me. Tracy was patient, kind, and honest and I am so grateful that she spent time supporting me with my financial goals.
  • 5 out of 5
    Rating 5.0
    Tracy takes the time to truly understand your needs, your risk aversion level and prepare a strategy that is successful.. Tracy is very responsive and is truly happy when we have a reached a goal. I’m not at all financially savvy and with Tracy’s help and encouragement I reached my retirement goal and am living my best life.
  • 5 out of 5
    Rating 5.0
    Gave me a FNA and helped me start my emergency fund and get my finances in order. Definitely changed my financial life
  • 5 out of 5
    Rating 5.0
    Tracy is such a gem. Her knowledge is unparalleled and she is so empathetic and caring. She made me feel like I finally have a financial future for my family and helped me take the steps towards preparing for it! So grateful for Tracy!
    Response from Tracy Sula-Wang
    It has been so great getting to know you and helping you plot out your financial future! Thanks for the review and I look forward to many years watching your family grow!
  • 5 out of 5
    Rating 5.0
    Tracy has helped my family and myself tremendously. She is patient and caring. She listens attentively to our concerns. She makes thoughtful recommendations. I look forward to meeting with her regarding my finances because I never feel rushed or judged. I am always happy to refer my friends and family to Tracy. Thank you Tracy for all of your help and your thoughtfulness!!
    Response from Tracy Sula-Wang
    Thank you for entrusting me with helping both you and your family! It has been a pleasure working together and I am looking forward to watching you continue to reach your financial goals over the years.

About Tracy's Office

741 Glenvia Street
Suite 102
Glendale, CA 91206
US
Day of the WeekHours
Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 5:00 PM
Saturday10:00 AM - 4:00 PM
SundayClosed