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Tracy Shar, CPA, CFP® | Email Tracy
Wealth Manager
Both a Certified Financial Plannerâ„¢ practitioner and a Certified Public Accountant, Tracy brings the versatility of these combined professions to the clients of Wealthstream Advisors Inc. Her varied skills include analyzing net worth, evaluating goals, preparing detailed retirement cash flow analysis, developing action plans, and assisting clients in reviewing their insurance and estate needs.
She gained valuable experience as a para-planner writing financial plans at Ameriprise Financial (formerly AMEX) for three years, performing audits for five years with KPMG, and preparing tax returns for two years with a small public accounting firm. These years in practice enabled Tracy to develop her strong customer service mentality and a true appreciation for helping people meet their financial goals.
Through her accounting and financial advisory backgrounds, Tracy is equipped to ask thoughtful questions in order to effectively anticipate people’s needs and develop comprehensive solutions within their financial plans.
Determined to advance her career in financial planning, Wealthstream Advisors’ positive and energetic atmosphere, as well as its emphasis on excellent service, she looks forward to each client interaction.
Tracy lives in Manhattan with her husband and daughter. She enjoys tennis, yoga, travel, and enjoying new restaurants in New York City.
Education
B.S. in Business Administration, Finance, and Accounting, cum laude, American University.
Associations
Financial Planning Association (FPA)
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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