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Tracie Karr

Investment Advisor Representative

MEET Tracie

Tracie graduated from the University of Southern California in Los Angeles, CA, with a Bachelor of Arts degree in Psychology. She obtained her series 7 and 66 registrations and her life and health license in 2002 and has been helping individuals and businesses ever since. She focuses on investments, health insurance, retirement planning, Medicare plans, and long-term care insurance. Tracie enjoys riding horses, gardening, volunteering, and spending time with her husband and three children outside of work.

INDUSTRY INSIGHTS

About World

World Investment Advisors is a leading financial services firm committed to providing real results. Form trusted relationships with experienced professionals who offer a deep bench of comprehensive wealth management solutions.

Wealth Planning & Investment Management

Personalized financial planning, portfolio design, investment strategy, and performance management.

Tax & Estate Planning

Risk management and estate planning to align your wealth with your financial plan, goals and legacy.

Retirement Plan Solutions

Customized retirement plan design, administration, and participant education.

Business Protection & Benefits

Personalized financial planning, portfolio design, investment strategy, and performance management.

Private Client Services

Exclusive strategies for complex financial needs, from multi-generational wealth to charitable foundations.

Let’s talk.

Tracie Karr

Investment Advisor Representative