Thomas A. Trax
- Role
- President, Wealth Manager at Trax Wealth Management, Inc
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About Thomas A. Trax
Thomas Trax, AAMS® is the Founder and Wealth Manager of Trax Wealth Management. This…
Experience
President, Wealth Manager
Aug 2001 — Present
Trax Wealth Management believes it is important to take a holistic approach to financial planning. We aim to manage all aspects of our clients\' financial situation. We provide our clients with tax mitigation strategies, investment planning, retirement planning, insurance planning, education planning, and estate planning. CA Insurance Lic#08•••79.
Education
California State Polytechnic University-Pomona
Bachelor of Science (B.S.), Finance, Real Estate, & Law
1985 — 1990
Skills
- Ira's
- 401k's
- Long Term Care Insurance
- Asset Management
- Finra
- Investment Advisory Services
- Strategic Financial Planning
- Retirement
- Life Insurance
- Retirement Planning
- Wealth Management
- Finance
- Iras
- Estate Planning
- Financial Planning
- Asset Allocation
- Investments
- 401k
- Financial Services
- Securities
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