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Tracey F

Series 63, Series 65

Des Moines, IA

Valic Financial Advisors

Tracey Faenza is a financial advisor with Valic Financial Advisors in Des Moines, IA, holding Series 63 and Series 65 licenses and 18 years of industry experience. Her prior roles include positions at Mercer and MMC Securities Corp. She also serves as an agent for non-securities insurance products through Agia and assists her mother with financial matters as a power of attorney. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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