Alec P. Tuckman

About Alec P. Tuckman

Introducing Alec P. Tuckman; Wealth Advisor, Financial Planner, Financial Blogger, Book Author, Podcaster.At Wealth Management Partners of Los Angeles, Inc, we have over 30+ years of experience in investing. We have strategies that do 4 things:1. We offer risk mitigation techniques for your portfolio if you are worried about Stock Market volatility 2. We can create an income stream in retirement that lasts as long as you do3. For more aggressive investors, we can 2x or 3x stock market gains 4. We have tax strategies for High Net Worth Investors, C-level executives and small business owners We help company executives and business owners spend more time doing the things they love by turning their wealth and assets into income with customized Financial Plans and tax-free conversion strategies.As a Fiduciary and Financial Planning firm specializing in helping pre-retiree executives, we know that:You are worried about tax law changes and how that will impact your income and legacyYou have a plan but it does not include tax-free conversion strategiesYou have an advisor, but they don’t understand the transitions you are trying to makeYou want growth but want to find ways to reduce your correction riskTrying to manage your retirement plans and your future yourself is tiring and leaves room for error.Perhaps you already have a Financial Advisor, but you need an expert team of specialists. Our process allows you, as a company executive to: Get Expert Education From the comfort of your home or office (virtual accommodations).Develop a written plan that helps you ask and answer many financial questionsLearn how to get to the 0% Tax bracket, so when taxes increase, it could have little effect on your income and estateLearn what true diversification is, and have some asset classes not commonly known by average advisorsGain security and education on how to “age in place”(in your own residency), and to have increasing cash flows for long-term care events without going brokeEstate Planning for your wealth after you’re gone, so that it is not expensive or difficult for others to take over Live the lifestyle you deserve by creating a custom Financial Plan that fits your needs and desiresI would like to show you how you can achieve the retirement of your dreams with our expert guidance. One of our goals is to get our clients to the 0% tax bracket.Let’s book a 20-minute discovery meeting (in-person, phone call or Zoom) and build a solid Financial Retirement plan.Book a meeting with us here: https://go.oncehub.com/AlecTuckman

Experience

1. Financial Advisor

   Independent Financial Advisor

   Sep 2015 — Present · Los Angeles, CA, US

Education

• Advisors Academy

  Certification, Financial Advisor Studies and Training

  2017 — 2019

• The American College of Financial Services

  Chartered Financial Consultant, Finance and Financial Management Services

• FI360

  Accredited Investment Fiduciary®, AIF® Designation, Fiduciary Studies

  2020 — 2020

• Bryant University

  Financial Planning Certification Program, Financial Planning and Services

• The International Foundation for Retirement Education® (InFRE)

  Certified Retirement Counselor® Designation (CRC®), Retirement Planning

  2017 — 2017

Skills

• Social Networking
• Social Media Marketing
• Powerpoint
• Microsoft Excel
• Goldmine
• Online Advertising
• Dice.com
• Start-Ups
• Advertising
• Act!
• Twitter
• Sales
• Cold Calling
• Radian6
• Stumbleupon
• Customer Retention
• Salesforce.com
• Blogging
• Fogbugz
• Google Chrome
• Saas
• After Effects
• Photoshop
• Adobe Social
• Sales Management
• Phpmyadmin
• Firefox
• Gotomeeting
• Business Apps
• Marketing
• Strategy
• Crm
• Social Media Consulting
• Mobile Technology
• Outlook
• Online Marketing
• Foursquare
• Tablets
• Epiphany
• Lighthouse