Tracy Kinder

Head of Client Services

Laguna Hills, California

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About

Tracy Kinder

Tracy has over 12 years of experience in the RIA space, having started her financial career at National Asset Management. From there, she helped start a new RIA, and grew it to over $1B in assets under management prior to joining Alternativ Wealth in July of 2022.Tracy brings a vast knowledge of experience, having worn a multitude of hats across her tenure in the industry. While she can answer a range of questions across the RIA landscape, she excels in the operational aspect of the business, and is well versed across many platforms and custodial sites, including Schwab, Folio/Goldman, Fidelity, and TD Ameritrade.

In her free time, Tracy enjoy family-oriented activities with her 2 children. Chloe, her oldest, plays both travel ball and flag football, and Tracy’s weekends are spent cheering her daughter on from the sidelines.

Education

Tracy graduated from Lehigh University in 2006, with a Bachelor of Science in marketing and a minor in psychology. She also holds her series 65 license.

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