David Tracy, CFP®

Senior Wealth Advisor

Calabasas, CA | Los Angeles, CA

David is a Senior Wealth Advisor at The Colony Group. He brings nearly 20 years of experience assisting clients to increase their financial security by carefully understanding their needs, goals, values, and visions. Through a synergistic relationship with his clients, David strives to implement innovative strategies that target a path to the future they seek.

His broad background within the financial industry enables him to develop sound financial planning, retirement planning, and asset protection planning for those in retirement or about to retire. He focuses on creating a long-term strategic financial plan that will aid in addressing his clients’ individual needs such as creating and growing wealth, sustaining a desirable income during retirement, and transferring their wealth to heirs.

David served as Chief Operating Officer and Wealth Advisor at Legacy Wealth Partners prior to their merger with The Colony Group in 2021. Previously, he was enlisted in the United States Navy as a Damage Controlman shipboard firefighter in Norfolk, Virginia. In the Navy, David was able to travel and see the world while serving his country proudly.

David earned his Bachelor of Science degree in Finance from California State University, Los Angeles. His professional accomplishments include holding a CERTIFIED FINANCIAL PLANNER™ practitioner certification and obtaining his Certificate in Financial Planning from the University of California, Los Angeles.

David currently resides in Camarillo, CA with his wonderful wife, Jodi, and their two sons, Tristan and Jameson. He enjoys camping, riding dirt bikes with his sons, working on projects around the house, and spending time with his family.