Tracy Kasing
Financial Analyst, Candidate for CFP ® Certification
Tracy Kasing is a Financial Analyst at Regimen Wealth, specializing in comprehensive financial planning and client service. Tracy focuses on helping high-net-worth individuals and families build their financial plans, analyze and plan cash flow, and support them with advice implementation. With a strong background in personal financial analysis, Tracy plays an important part in helping our clients feel informed and confident.
Tracy’s expertise includes comprehensive financial planning case management, client service, asset transfers, and distribution planning.
With a passion for education, Tracy takes pride in teaching and simplifying financial concepts and helping clients feel secure in their decisions. Her active listening skills and dedication to excellence and growth are just some of the drivers helping her make the clients’ experience with Regimen Wealth meaningful.
Tracy holds a B.A. in Finance and International Business and an M.S. in Financial Planning from the University of Georgia. She is a CERTIFIED FINANCIAL PLANNER™ candidate, reflecting her professional growth commitment.
Get in Touch with Tracy
✆ 770.738.8200 ext. 119