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Team

 

Phillip Bracey, CFP, EA

Enrolled Agent, Investment Advisor Representative

(562) 902-6560

(562) 902-5670

LinkedIn As an Enrolled Agent and Investment Advisor Representative I have a deep understanding of both tax laws and investment markets. This unique background helps me take your financial goals and craft a customized financial plan...

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I grew up watching my dad help clients, but I started to get more intrigued about this business when we ran into one of his clients at the grocery store. During that brief encounter, I counted several different times that...

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Danielle Bracey grew up watching her Dad start and build Bracey Tax and Financial services and is excited to be a part of the business. Danielle is an enrolled agent, passionate about taxes and loves working with her family. She began...

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