Liz Tracy

Elizabeth “Liz” Tracy
Client Service & Operations Manager

As an accomplished professional with a wealth of business and finance experience, Liz is passionate about helping clients understand and achieve their financial goals.

Before joining ZRC Wealth Management in 2022, Liz served as the Human Resources Manager for a winery in Sonoma. Prior to that, she worked as the Office and Human Resources Manager for Zainer Rinehart Clarke CPAs in Santa Rosa. Earlier in her career, Liz worked as a Fixed Income Specialist for Charles Schwab & Co advising high net worth clients and helping them build bond portfolios. After leaving Charles Schwab & Co, she had her own financial advisory business, Signal Financial Services, Inc., providing financial planning and asset allocation advice.

Liz earned her Bachelor’s degree in Business Administration Management from University of Massachusetts Amherst and earned the prestigious Professional in Human Resource PHR Certification.

Liz and her husband Matthew call Novato home and enjoy spending their time cooking, sipping wine, hiking and biking in beautiful Marin and Sonoma counties.

Education and Professional Certifications

  • Bachelor in Business Administration Management – University of Massachusetts Amherst
  • Series 7 and 63 securities licenses – inactive
  • Professional in Human Resources – PHR Certification