Tracy Shen

Tracy Shen is the Founder and Managing Partner of Florin Group, an RIA firm advocating holistic multigenerational planning.

 

Her 28 years of professional experience, along with living with her in-laws for almost 15 years, brings her a unique skill set for serving multigenerational clients. Tracy specializes in working with adult children who are taking care of their aging parents and facing numerous challenges. She also leads the firm to work with widows and seniors in maximizing their distribution strategies and navigating the complex world of aging. Passionate about delivering excellent quality client service, Tracy and her team focus on kindness and compassion when working with clients. 

 

Before founding Florin Group, Tracy worked 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. 

 

Tracy earned a B.S. in Finance from the University of Maryland in 1998 and has since expanded her knowledge and skills, becoming a Chartered Financial Consultant (CHFC). Currently, she is pursuing a Certified Planner (CFP) designation) at American College. In addition, Tracy also annually attends several educational and Private Wealth Management summits 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.

 

Because Tracy is passionate about helping seniors, she also runs a monthly senior networking group called Loving Life Connections and attends several senior-related educational classes to gain a better understanding of helping the senior community.

 

Tracy and her husband, Tom, are raising two beautiful daughters and a border collie mix named Leo in Virginia.