Tracy Shen, RFC, CMFC, CLTC

Wealth Advising


Metro Tracy Shen.jpg

1750 Tysons Boulevard

15th Floor

McLean, Virginia 22102



 

Tracy Shen is the Managing Partner of Florin Group LLC and the hands-on Director of the Investment Strategy Division, advocating holistic comprehensive portfolio construction, risk management and diversification.

Tracy brings to the Florin Group her extensive experience in Financial Planning, Wealth Management and Risk Mitigation, enhanced by passion for helping her clients achieve their aspirations and goals, delivering creative solutions with outstanding personalized service.

Prior to founding Florin Group, Tracy worked for 18 years as a Wealth Advisor in the Washington DC region: at American Express Financial Advisors, Prudential Financial Services and First Financial Group, a boutique company serving high-net-worth clients. She focused on owners and executives in the business and non-profit fields, providing Financial Planning, Investment, Insurance, Annuities, Retirement, Estate, Tax Planning and Trust services for the business as well as family’s needs. Thriving on delivering excellent personal client service, Tracy was consistently one of the top Advisors in the region and won a number of awards.

Tracy earned a Bachelor of Science in Finance from the University of Maryland, is a Certified Long Term Care (CLTC) specialist, a Registered Financial Consultant (RFC) and a Chartered Mutual Fund Counselor (CMFC). She has been a qualifying member of the prestigious Million Dollar Round Table (MDRT) of The Premier Association of Financial Professionals since 2004.

Constantly striving to expand her knowledge, skills and certifications to better serve her clients, she is pursuing the Certificate in Family Wealth Advising (CFWA) and Certified Financial Planner (CFP) designation at American College. Tracy also annually attends a number of educational and Private Wealth Management summits in order to enhance her knowledge of domestic and global market economics, exchange ideas and solutions with Advisors and business leaders from all over the world, and learn cutting edge methodology and tools.

Tracy and her husband Tom are raising two beautiful daughters in Fairfax County, Virginia.

 

Contact Tracy

Name *
Name
Phone
Phone
(Optional)
 

Directions to Tracy's Office