Traci Foth
Managing Partner / Chief Operating Officer
Traci is originally from California and now lives in Northern Colorado with her husband and family. She began her career in financial services in 1997 and is registered in all 50 states. In 2014, she came to Clergy Planning Group and quickly discovered a passion for helping Ministers, Churches, 403(b) Participants and their families.
At the same time, the Clergy Planning Group discovered her incredible acumen in providing focused guidance to clients and administrative support to our financial advisors and staff. She manages the myriad complexities of compliance requirements within the financial services framework and provides unparalleled support, guidance, and education.
Credentials
Series 63, 65 and 7 FINRA registrations.
Arkansas Insurance License #: 10909169
California Insurance License #: 4343595
Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Equitable Network conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and Equitable Network are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
Clergy Planning Group is not owned or operated by Equitable Advisors, LLC or its affiliates.