Tracy Gunter

Benefit Specialist

Tracy Gunter serves as Smart Investor’s lead advisor in providing one-on-one retirement plan participant investment advice. In this role, she works with and advises individual plan participants to help them achieve their financial retirement objectives. She is passionate about helping retirement plan participants make their retirement better.

Previously, Tracy worked as a benefit specialist with a major California union client, helping union members with their benefit choices and trouble-shooting benefit issues. She has a B.A. in business administration from Chico State University, a certificate in personal financial planning from UC Davis Extension, and her California life and health insurance license.

Tracy lives in Auburn, CA. She has two children and enjoys hot yoga, hiking, and keeping in touch with family and friends.

Education

  • B.A. Business Administration, Chico State University

Professional Designations & Registrations

  • FINRA Series License 66
  • Investment Advisor Representative
  • California Life and Health Insurance License (License No. OE10520)