Sound Private Wealth - Teresa (Tracy) Young, CFP®

Tracy believes that the financial planning process is most successful when working in partnership with her clients. She educates her clients throughout the process and encourages open lines of communication. Her personalized approach helps clients plan for financial success and gives them the confidence they need to pursue their goals including college, divorce, special needs and retirement planning.

Tracy is a CERTIFIED FINANCIAL PLANNER® professional and holds the Chartered Financial Consultant®, Certified Divorce Financial Analyst® and Chartered Special Needs Consultant® designations. She earned her MBA from Fordham University and her Bachelor of Science in Accounting from the University of Scranton.