My Background
Ms. Tracy Chen graduated from New York University School of Law with her Master of Law degree. She then became an Attorney and accumulated 15+ years of experience working in Manhattan's prominent law firms specializing in real estate development, asset accumulation, tax abatement/relief planning, wealth inheritance, and family trust planning.
Now Ms. Chen is dedicated to serving individuals and families in the local community. With years of wealth and estate solutions experience, Tracy knows that no single approach is the right one for every individual and their family. Her success lies in skillfully combining her knowledge and various investment and/or insurance products to create customized solutions for clients suited for each family's overall financial and tax planning objectives/goals.
Tracy's areas of focus include asset protection design, strategies for transnational asset protection, life insurance, retirement planning, disability (Income Protection) insurance, and estate planning. Besides working on these projects and nurturing new and existing relationships with her clients, Tracy has been invited to speak at seminars all over the U.S. to educate and mentor other financial professionals.
Tracy's innovative and flexible approach to trust and wealth strategies has earned her accolades in Forbes Magazine in 2021 and 2022 and Top of the Table Membership of the annual MDRT* Award from 2017 to 2022. Most recently, she was listed as one of the Top 100 Financial Security Advisers** in the United States by Forbes Magazine.
Tracy is married with two children and currently resides in Long Island, NY. She and her family are active members in their local church.
Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions. The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.
*Data provided by SHOOK®Research, LLC.Data as of 12/31/21. Source: Forbes.com(July, 2022). Neither SHOOK nor Forbes receives any compensation in exchange for placement on its Top Financial Security Professional (FSP) rankings (including the Best-In-State Financial Security Professional rankings), which are determined independently (see methodology). FSP refers to professionals who are properly licensed to sell life insurance and annuities. FSPs may also hold other credentials and licenses which would allow them to offer investments and securities products through those licenses. Ranking algorithm is based on qualitative measures learned through telephone, virtual and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management, sales figures and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and these professionals rarely have audited performance reports. Individuals must carefully choose the right FSP for their own situation and perform their own due diligence. SHOOK's research and rankings provide opinions intended to help individuals choose the right FSP and are not indicative of future performance or representative of any one client's experience. Past performance is not an indication of future results. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.