Alix Tucci

About Alix Tucci

CFP® professional focused on building impactful client relationships and helping young fintech firms grow their practice through emphasis on behavioral coaching and process improvement for both clients and planners.Target client demographic includes those underserved by the financial planning industry, such as women and middle-class individuals.My passion and career goal lies in spreading financial literacy and fostering behavioral economics worldwide.

Experience

1. Private Wealth Advisor

   PCM Encore

   Feb 2025 — Present

   Serve as the trusted financial partner for high-net-worth individuals and families, delivering holistic wealth planning and white-glove relationship management. Guide clients through tax strategy, investment planning, estate coordination, and long-term cash flow design with clarity and precision.Lead onboarding, quarterly planning meetings, and proactive outreach while collaborating with internal investment, tax, and estate specialists to implement thoughtful, goal-aligned strategies. Ensure a seamless client experience through meticulous follow-up, portfolio oversight, and operational coordination.Partner with business leaders to enhance our client and employee processes, evaluate tech resources, and ensure continual progress as we scale our multi-family office and wealth advisory practice.

Education

• Wake Forest University School of Business

  Master of Business Administration (M.B.A.), Business Administration

  2016

• Nova Southeastern University

  Bachelor's Degree, Finance

  2011 — 2015