Tracy Lu

Credentials:
  • LUTCF®

Focus: Insurance Strategies, Investment Strategies

Languages: English, Chinese – Mandarin

I offer total financial needs analysis through a network of experienced professionals with expertise in:

  • Retirement analysis and programs
  • Estate strategies
  • Employee benefit and retention services
  • Business continuation strategies
  • Trust services*

*Trust services offered through the MassMutual Trust Co., FSB

See Tracy’s Licenses and Disclosures

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Contact Tracy

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MassMutual Greater Pacific - Pasadena

Satellite Office

150 S. Los Robles Ave. Ste 750
Pasadena, CA 91101

CRN201912-180567