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Tracey Eve Johnson is a financial advisor at Blue Flag Planning LLC. Tracey is a Certified Financial Planner who has been working in the industry since February 2015. Tracey has worked with high-net-worth individuals, charitable organizations, and individuals other than high-net-worth. Tracey offers financial planning services to her clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
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NY
04/26/2021 - Present
Blue Flag Planning LLC (CARMEL NY)
IA
Issued 02/26/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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