Trax Wealth Management offers exceptional personal service. Each client works directly with Thomas Trax when making important investment decisions. We are committed to accommodating our individual client’s needs and answering their important questions. In addition, every client has access to our LPL Registered Client Relationship Director & Service Staff to act as main points of contact. Our staff are lifelong learners, undergoing constant education and training that seek to ensure our clients always have the best resources available to them.
Thomas A. Trax, AAMS®
President, Wealth Manager
This proud Cal Poly Pomona Alum earned a Bachelor of Science in Finance, Real Estate, and Law. Now, going on 30 years of service as a investment securities professional with a Accredited Asset Management Specialist designation. Tom serves transnational clientele with a holistic approach from pursuing retirement, structuring businesses, to forging a legacy with estate planning. Recently recognized in San Diego Magazine, as a Five Star Wealth Manager Award recipient for the ninth time. Tom is also a recipient of the LPL Financial Patriot Club Award, presented to less than 7% of the firm’s more than 29,000 advisors nationwide.
He sits on the board of Hillside Professional HOA where he has served as President from 2014 to present. Tom also donates to the Assistance League of San Diego, funds go to community programs with core values in commitment, leadership, ethics, accountability, and respect.
In Tom’s free time, he enjoys spending time with his son, Ryan, traveling, running, scuba diving, and most outdoor activities.
Ixchel Beltran
LPL Registered Client Relations & Operations Director
Ixy joined Trax Wealth Management in May 2018. She previously worked in the Private Client division of a diversified bank holding company for over 6 years in which she attained several roles, both in service & operations management. Ixy has progressed in the field of finance as she understands the importance of continuous learning and self-development. Now, Ixy is the Client Relations and Operations Director at Trax Wealth Management and holds Securities license Series 6, Series 7, and Series 63 through LPL Financial along with her California Life Insurance license.
Ixy is an avid donor for dog rescues in San Diego and Mexico which focus on rehabilitating and rehoming dogs that have been saved from unfortunate circumstances.
Outside of work, Ixy enjoys traveling, movies, and spending time with her Australian Shepherd, Luna & Chocolate Lab, Copper.
CA Insurance License No. #4210296
Cearra Free
Client Relations & Marketing Admin
Excited to level up her career, Cearra joined Trax Wealth Management in May 2024. She previously worked in the mortgage industry where her team specialized in tailored mortgage planning to help first time homebuyers and Real Estate investors navigate San Diego's ultra competitive housing market.
Born and raised in San Diego, Cearra has also lived in the rural mountains of Northern California as well as Brazil, and speaks Brazilian Portuguese.
Outside of work Cearra enjoys reading, hiking with her German Shorthaired Pointer, Ranger, laughing with family and friends, and perfecting the art of making fresh sourdough.