Dustin Tracy, CFP - UBS Financial Services Inc. is a San Diego-based financial planning firm that specializes in legacy planning, retirement and estate planning, business transition, portfolio management, and insurance. With a team of experienced professionals, they strive to understand their clients' values and goals in order to create a plan that leaves behind a lasting legacy for future generations.
Led by Dustin Tracy, a Certified Financial Planner practitioner, the firm has extensive expertise in helping individuals and families navigate various life transitions, such as inheritances, changes in marital status, employment, or location. Dustin's personal experience as the father of an Autistic child and his involvement as Vice President of the local Autism Society uniquely position him to address the complex considerations of estate planning, special needs trusts, healthcare issues, and the emotional aspects of providing for loved ones with disabilities. In addition, Dustin is a Certified Divorce Financial Analyst, enabling him to effectively advise clients on the financial complexities of divorce. With a commitment to ongoing education and maintaining various licenses, Dustin and his team provide comprehensive financial planning services to clients in San Diego and beyond.
Generated from the website