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We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

Tom Trax has been helping family and businesses throughout the San Diego area pursue their financial goals for the last 15 years.

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Barb joined Tom in 2002. With over 25 years in the financial industry, including time at Merrill Lynch and Prudential Securities, she has a wealth of experience in administration support and client services.

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Rosana joins Tom Trax's team with over 5 years of experience in client services. She brings a wealth of knowledge in administrative support. Her goal is to provide excellent service and a positive experience to all clients. Rosana has...

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