Tom Tracy

Tom Tracy, who graduated in 1983, is the Chief Operating Officer at Aspiriant in charge of client service, offering and maintaining the highest level of innovation and expertise possible. Tom was the first, post-founding professional employee of Kochis Fitz, the predecessor firm to Aspiriant, in 1992 and he became a principal of the firm in 1995. He has provided comprehensive personal financial and investment planning services to hundreds of professionals, senior corporate executives, business owners and other high net worth individuals. Tom has been recognized as one of the country's best financial advisors by Worth Magazine and in 2009 was ranked as one of the top 100 Independent Advisors in the nation by Barron’s.
 
Tom began his financial planning career in 1989 as a member of the Executive Financial Counseling group at Deloitte & Touche, where he actively assisted in the development and delivery of comprehensive financial plans for clients. At Deloitte, he also worked in the tax department, acquiring broad experience and expertise with individual income tax issues and planning. He is an active member of the Financial Planning Association, currently serving on the San Francisco chapter's program committee. In past years, he taught investments and other classes in the Personal Financial Planning Program at University of California-Berkeley. Tom has spoken to numerous professional organizations about investment and tax topics and has coauthored material published by CCH, including the book, Wealth Management, A Concise Guide to Financial Planning and Investment Management for Wealthy Client. He has also served as a guest columnist for ABCNews.com.
 
Tom earned a BS degree in Economics from Chico State and an MBA (Distinguished Student Award) in Finance from San Francisco State University. He successfully completed the Certified Public Accountant (CPA) examination in 1993 and received his Chartered Financial Analyst credential in 1995.
 
“Economics was a big help to my career because it provided a framework for making financial decisions that I use every day,” Tom stated in a recent email.  “It also helps me speak confidently on economic issues that pertain to investments and financial planning and that has made a big difference in my one-on-one interactions with clients.”