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 Registered Client Relationship Director & Service Staff to act as main points of contact. Our staff are lifelong learners, undergoing constant education and training 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 Registered 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 19,000 advisors nationwide.
He sits on the board of Hillside Professional Association where he recently was voted Vice President. 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, their hobbies include running, traveling, scuba diving, and anything on a boat.
Ixchel Beltran
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
Daniela Mendoza
Client Relations Associate
Daniela joined the Trax Wealth Management team in March 2023. Daniela has experience in various industries, including banking and real estate, residential sector. Her career in finance began at a premier credit union, where she quickly excelled at her roles. Eager for growth, Daniela transitioned to a local San Diego escrow company. Daniela’s multifaceted role in escrow exposed her to everything real estate, from the preparation and review of documents, coordinating and executing wires, to acting as a liaison between clients and parties involved in transactions. Daniela’s previous experience has prepared her for her current role at Trax Wealth Management as the Client Relations Associate.
When she is not at work, Daniela is an active member of her church where she serves as a young adult leader and media technician. Daniela is an avid donor of Global Christian Relief which helps persecuted Christians around the globe.
Daniela also values quality time with her family and partner. She enjoys international cuisine and is always learning new recipes!