Tracy Loeb, Manager

Tracy Loeb, Manager

Client Relations and Financial Operations

Tracy joined SFPA as the manager of client relations and financial operations. She is thrilled to put her over 10 years of experience and knowledge in financial services to work as an integral member of an independent RIA firm where she feels she can make a difference every day. Prior to joining SPFA, Tracy:

  • Worked as an annuity coordinator at Franklin Templeton Investments, managing multiple sales and marketing projects, and acting as the primary liaison to the wholesaler staff.

She was consistently recognized and rewarded for being an outstanding employee.

  • Served as a Financial Associate at Washington Mutual Bank, providing investment planning support and was responsible for quarterly and annual reporting.
  • Earned her:
    • B.S. Business and Public Administration, University of the Pacific

Being part of the team at SPFA, Tracy appreciates the cutting-edge technology utilized by SPFA to make operations efficient and deliver extraordinary client experiences. She derives great satisfaction in making clients happy and helping them reach their life goals. Clients consistently point out how helpful and welcoming she is when they visit or call the offices.

Tracy lives in Dublin, CA with her husband and two boys. She enjoys hiking and visiting National Parks with her friends and family. In her spare time, Tracy likes to volunteer in school to promote financial literacy and manage finances for her boys’ soccer teams. She also served as Treasurer on the school’s Parent Faculty Club Board.