PGA of America

Golf Retirement Plus Specialists

If you have questions about Golf Retirement PlusTM check out our frequently asked questions

To contact a Golf Retirement Plus™ Specialist, call toll-free at 1-833-PGA-PLUS (742-7587).

Tracey Faenza, Golf Retirement Plus Specialist* (281-878-2836)


Tracey is a Financial Advisor with VALIC, dedicated to the Golf Retirement Plus account for the PGA. She has more than 18 years’ experience in the financial services industry;  seven of those years have been spent working directly with Golf Retirement Plus. Tracey holds FINRA Series 6, 63, 26, 65, Life and Variable registrations in all 50 states. Tracey is dedicated to bringing comprehensive financial planning to PGA Members and maintaining open lines of communication to all PGA Members.

David M. Allen, CFP(R), District Vice President* (561-684-3775)


David has more than 30 years experience in the financial services industry. He manages a team of Financial Advisors dedicated to bringing comprehensive financial planning and services to the PGA Members.

David, a Certified Financial Planner (CFP(R)), is currently FINRA Registered Representative, Registered Principal with FINRA licenses Series 7, 24, 51, 63, 65, as well as state health, life and variable annuity licenses.

*Registered Representative, Valic Financial Advisors, Inc.


Securities and Investment advisory services offered through VALIC Financial Advisors, Inc. (“VFA”), member FINRA, SIPC and an SEC registered investment advisor. VFA registered representatives offer securities and other products under retirement plans and IRAs, and to clients outside of such arrangements. Annuities issued by The Variable Annuity Life Insurance Company (“VALIC”). Variable annuities distributed by its affiliate, AIG Capital Services, Inc. (“ACS”), member FINRA, VALIC, VFA and ACS are members of American International Group, Inc. (“AIG”).

American International Group, Inc. (AIG) is a leading global insurance organization. Founded in 1919, today AIG member companies provide a wide range of property casualty insurance, life insurance, retirement products and other financial services to customers in more than 80 countries and jurisdictions.

---

Securities and Investment advisory services offered through VALIC Financial Advisors, Inc. (“VFA”), member FINRA, SIPC and an SEC registered investment advisor. VFA registered representatives offer securities and other products under retirement plans and IRAs, and to clients outside of such arrangements. Annuities issued by The Variable Annuity Life Insurance Company (“VALIC”). Variable annuities distributed by its affiliate, AIG Capital Services, Inc. (“ACS”), member FINRA, VALIC, VFA and ACS are members of American International Group, Inc. (“AIG”).

American International Group, Inc. (AIG) is a leading global insurance organization. Founded in 1919, today AIG member companies provide a wide range of property casualty insurance, life insurance, retirement products and other financial services to customers in more than 80 countries and jurisdictions.