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Tracy Haraksin
Business Name:
Pacific Advisors, serving the west coast from San Diego to Seattle
Business Description:
I work with high-level executives and successful business owners who’ve spent years building something meaningful—and now want to make sure they’re protecting it, growing it, and setting themselves up for a successful transition when the time is right. For a lot of the people I work with, the business is more than just a source of income—it’s part of their identity. But between running the day-to-day and planning for what’s next, it’s easy for long-term strategy to get pushed to the back burner. That’s where I come in.
How Business Creates Value:
I help C-suite execs and business owners take a step back and look at the bigger picture. We work together to grow their wealth inside and outside the business, reduce taxes, and create a clear plan for how and when they’ll transition out—whether that’s handing it off to family, selling, or just stepping back to enjoy more freedom. My goal is to give them confidence that all the years of hard work will pay off, not just today, but for the rest of their lives.
How Member Creates Value:
Connecting clients with trusted experts is one of the most valuable parts of what I do. As a Financial Advisor who takes a 360° view of each client’s financial life, I regularly introduce them to top-tier mortgage lenders, realtors, CPAs, estate planning attorneys, property and casualty specialists, business brokers, and more — ensuring they have the right team in place at every stage.
The foundation of my success ...
... has always been simple: real relationships over transactions.
I don’t just manage investments — me and my team design your future. It starts with listening deeply to your goals and concerns, then stepping back to map the full landscape. From there, we craft bold, uncommon strategies built for your unique journey — and we stay by your side, adapting as life unfolds.
Are you trying to "do it all"?
I help C-suite execs and business owners take a step back and look at the bigger picture. We work together to grow their wealth inside and outside the business, reduce taxes, and create a clear plan for how and when they’ll transition out—whether that’s handing it off to family, selling, or just stepping back to enjoy more freedom. My goal is to give them confidence that all the years of hard work will pay off, not just today, but for the rest of their lives.
Sign up for a complementary 1-on-1 call with me here: https://bit.ly/3nJSIkD
Tracy Haraksin is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 2875 Michelle Dr. Suite 110 Irvine, CA 92606, 909-399-1100. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Pacific Advisors is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through One Pacific Financial & Insurance Solutions LLC, DBA of Pacific Advisors LLC. Pacific Advisors LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. CA Insurance License Number - 0I13563 7051151.2 Exp 4/27
Contact Information
Phone
909-447-8215
facebook
LinkedIn
Credentials
- Life/Health/Accident License
- Series 6
- Series 63
- Series 65
- Series 7
- Securities Licensed
- Certified Exit Planning Advisor (CEPA)
- Retirement Income Certitifed Professional (RICP)
- Certified in Long-Term Care Planning (CLTC)
Interests
- Baking
- Vocalist
- Traveling
- Family Time
- Music