Our Charitable Planning Specialist

Opportunity

McKinley will provide you with the unique opportunity to strategize with Tracy Haraksin, maximizing the efficiency of your charitable giving.  Tracy and her team will work with you to envision a superior financial future, then help you, step by step, build towards that future.  She does this by showing you a clear picture of where you are today and listening to your concerns for tomorrow, which includes retirement income, the inheritance you will leave behind, and the legacy you leave to McKinley.  By recognizing your desires and spotting the things that must change, they can help you build financial wealth by reducing taxes through charitable giving, as you create a richer life for yourself and your families.

tracy haraksin, ricp® , CEPA® , CLTC®

Tracy’s 13 years working in the area of charitable planning as Executive Director of Philanthropy has uniquely prepared her to effectively move into the financial services industry.

Every individual, family and business owner is unique.  Tracy is committed to providing a thoughtful, grounded and insightful planning process that combines technical experience with a collaborative and creative approach.  Her goal is to provide situational awareness and help clients understand their options serving as the catalyst that enables them to realize their legacy during their lifetime.

Tracy continues to hold her role as Executive Director of Philanthropy International.  At Philanthropy International she has worked with organizations such as Pt. Loma Nazarene University, March of Dimes, Valley Medical Center Foundation, University of Baltimore, and many others.

For the previous 10 years Tracy managed her own business assisting ministries and other organizations in determining and realizing their marketing and fundraising goals.  Working with such respected nonprofit organizations such as The Los Angeles Mission, Fuller Theological Seminary, Lake Avenue Church, Volunteers of America Bay Area, and Upland Christian Schools, Tracy has seen marketing efforts and results soar.

Prior to starting her own business Tracy worked as Director of Marketing at Azusa Pacific University and also at Christian Management Association.  It was at both of these locations where an entire new corporate identity was established and income increased drastically.

Tracy has extensive experience speaking on behalf of Philanthropy International, Evangelical Development Ministry, Direct Marketing Association and Christian Management Association. 

Tracy is an Investment Advisor Representative of Park Avenue Securities (Series 6, 63, 65) and has General Securities Representative (Series 7) registrations.

Tracy Haraksin is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 2875 Michelle Dr. Suite 110 Irvine, CA 92606, 909-399-1100. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Pacific Advisors is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through One Pacific Financial & Insurance Solutions LLC, DBA of Pacific Advisors LLC. Pacific Advisors LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. CA Insurance License Number - 0I13563

*Not Practicing for Guardian or any affiliates or subsidiaries thereof Guardian, its subsidiaries, agents or employees do not give tax or legal advice. You should consult your tax or legal advisor regarding your individual situation.