R. Tracy Page
Retired - CLU, CFP®
Tracy, was with Sagemark Consulting, a division of Lincoln Financial Advisors Corp. (formerly Cigna) since 1978, with his primary clients being professionals, business owners and senior corporate executives. Tracy worked with his clients to help achieve their personal and business financial goals, and to coordinate the multiple facets of the solution. He also developed corporate benefit programs for public and privately-held corporations. A New York native who currently resides in Simsbury, Connecticut, Tracy has seen many walks of life and has become very versatile with his planning strategies. This in effect helps him to individualize each financial plan so every tactic customarily fits what is appropriate for the individual's lifestyle. Tracy has been the featured speaker at many seminars and training meetings for the public, trade associations, accounting/law firms and financial planning professionals.
Please read below for an outline of Tracy's professional and personal achievements.
Civic
- Farmington Valley YMCA Board of Managers (1992 - 1995)
- Society of Financial Service Professionals,
- Hartford Chapter Board of Directors (1999 - 2001)
- Duncaster Board of Directors (1996 - 2005)
- Hartford Foundation Professional Advisory Committee (2013 - present)
Employment
- Sagemark Consulting - Lincoln Financial Group ( retired 2017)
- Connecticut General Life Insurance Company/CIGNA Corporation (1978 -)
- Coca-Cola Bottling Company of New York, 1976-1978
- Boy Scouts of America, 1974-1976
Education
- B.A. Economics, Providence College, Providence, Rhode Island, 1973
- Chartered Life Underwriter, American College
- CERTIFIED FINANCIAL PLANNER™
Personal
- Married, three daughters
