Tracy Jao CFP®, CPWA®, EA
Tracy Jao is Vice President of Consilium Wealth Management and supervises the Financial Planning department. Tracy provides comprehensive financial planning for her clients which includes areas such as investment management, tax, estate planning and insurance. She also aids her clients in the development and implementation of their financial goals which are customized to each unique financial situation. As an Enrolled Agent, Tracy possesses an in-depth knowledge of tax consequences and an expertise in tax planning. Tracy holds the Certified Private Wealth Advisor (CPWA®) designation which allows her to provide specialization in complex issues that arise with ultra-high net worth individuals. Tracy analyzes these unique challenges and develops specific strategies for issues such as maximizing growth, transfer of wealth and how to monetize and protect their assets.
Prior to joining Consilium, Tracy served as a wealth advisor at several prominent independent advisory firms throughout the Bay Area, providing strategic financial planning and asset management. Tracy began her career as a financial advisor at Merrill Lynch where she provided fee-based asset management and financial planning for her clients.
Tracy is active in the financial community and is currently a member of the Investment Management Consultants Association® (IMCA) and the National Association of Tax Professionals. She earned a degree in Law from the National Taiwan University and holds the Certified Financial Planner (CFP®), Certified Private Wealth Advisor (CPWA®) and Enrolled Agent (EA) designations.
Tracy currently resides in the East Bay and enjoys yoga, traveling and baking in her free time.