Paul Tracey
Volt Wealth Management

707 Broadway
Suite 1910
San Diego, CA 92101

About Volt Wealth Management

Volt Wealth Management is an independent, registered investment
advisory firm. We work with investors on a fee-only basis to achieve
their overall financial goals. The stock markets have historically
experienced secular (long-term) trends. These grand trends represent
both bull and bear market cycles. We believe it is essential to our
clients portfolio success to understand and monitor these trends.
When implementing our strategies we follow a disciplined, model-
driven approach that is designed to protect capital during
high risk periods and grow capital when risk is low. Volt also offers
unique options strategies to increase return/income on concentrated
stock positions or general portfolios that investors do not wish to sell.
Most of our client?s worked hard to accumulate what they have and are
serious about not only growing it but also protecting it. With the
horrific market conditions investors have faced over the last decade,
many cannot endure another major loss of portfolio value and
appreciate our tactical approach to protecting capital when market risk
is high. We also provide financial planning and estate planning
services. Call for a free consultation to explore if a Volt relationship is
right for you.

18 Years of Experience


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General Information

Name of Broker/Dealer:   Fee Only
Name of Custodial Firm:   Fidelity Investments
States Licensed in:   CA
Number of Years with Current Firm:   1
Work Experience:   Paul Tracey, CFP

Volt Wealth Management founder and Chief Executive Officer,
Paul Tracey, brings over 18 years of broad expertise to bear on
investment banking, financial planning, portfolio design, and
risk management.
Paul began his career within the investing banking industry. His
role was to analyze initial public offerings, private equity
transactions, business valuations, and compliance due diligence.
He then moved to a national fortune 500 brokerage firm as
Western District Manager overseeing the growth and retention of
a multi-billion dollar client base.
For the past ten years, Paul has worked in upper management
as Senior Vice President and President of two large national
registered investment advisor firms. Paul?s duties included
investment management, financial planning, portfolio reviews,
client servicing and managing growth of the firms. Paul also has
experience in venture capital, tax planning, and estate planning.
Paul holds a BA from University of California, Irvine where he
attended on a tennis scholarship and the Certified Financial
Planner designation.
I work with the following types of clients:   Businesses , Individual Investors


Services

Investment Types:   Mutual Funds , Bonds , Options & Futures , Exchange Traded Funds (ETFs) , Stocks
I can meet clients in the following ways:   At my office , At your home , At your office , Via email , Via phone


Qualifications & Memberships

Financial Organization Memberships:   Financial Planning Association (FPA)


Compliance

Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a fee-only financial professional
Minimum Portfolio Size for New Managed Accounts:   250,000
Compensation Methods:   Based on Assets
Fee % Based on Assets:   1% to 1.5%
Additional Details on Charges:   fee includes free financial planning



Faqs

  • Do you have a customer satisfaction or refund policy? Yes, Fees are pro-rated back to client
  • What are your qualifications? What is your education background? Certified Financial Planner, BA University of California - Irvine
  • What is your approach to financial planning? Every client and family are unique. We design a customized investment plan using equities, ETF's, options and bonds to acheive each clients financial goals. Financial planning is a fluid process, not static. This means we take a "real time" approach to planning that adapts to the constant changes in planning practices.
  • What services do you offer? Money Management using unique equity, options and bond strategies. Other services include Financial Planning and Estate Planning
  • Will you be the only person working with me? Myself and highly qualified investment management team
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Paul Tracey

Paul Tracey

CERTIFIED FINANCIAL PLANNER™ Certificant

Communities Served

All States

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Sat. 9:00 AM - 5:00 PM