Broker Check
619-462-3400
thomas.trax@lpl.com
Account Access

Retirement Planning

Learn More

Estate Planning

Learn More

Investment Management

Learn More

ADVICE & SERVICE

Each client has a different Money Personality, which determines their risk tolerance and how they prioritize their financial goals.

Learn more

PERFORMANCE

We strive to deliver what clients want most - access to a wide range of investments and consistent, risk-adjusted investment returns over time.

Learn more

CLIENT LOGIN

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

Learn more

Meet the Team

Thomas Trax, CEP

Thomas A. Trax, CEP

Registered Principal, CEP RIA - Fiduciary

619-462-3400

Barbara Draper

Barbara Draper

Office Manager

619-462-3400

Ixy Beltran

Ixy Beltran

Registered Administrative Assistant

619-462-3400

Five Star Professional Recognizes Thomas Trax of LPL Financial as a 2020 Five Star Wealth Manager Award Winner

Thomas Trax accomplishes what only a small percentage of wealth managers in the San Diego area have achieved.

Learn more

Helpful Content

<p>A Bucket Plan to Go with Your Bucket List</p>

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Learn More
<p>Earnings for All Seasons</p>

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?
Learn More
<p>Assess Life Insurance Needs</p>

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.
Learn More
<p>Put It in a Letter</p>

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.
Learn More
Midyear Outlook 2020

Midyear Outlook 2020

The Trail Ahead

Learn more
Key Financial Data 2020

Key Financial Data 2020

Financial Data review of 2020

Learn more
LPL At A Glance

LPL At A Glance

Thoughtful, balanced financial guidance is a fundamental need for everyone.

Learn more

Download Our Tax Reform Ebook!

There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.