Robert Tucker
About Me
I'm Rob Tucker, the founder of Tucker Wealth Advisory. I am a CFA® Charterholder. I spent 35 years in financial services after obtaining my MBA in Finance from Wharton.
Having transitioned from life in large corporations, I am enjoying this phase of my career and the opportunity to help people chart their financial lives with confidence. I enjoy building relationships and hope that we have an opportunity to work together.
Within the financial services industry, I have worked at BNY Mellon Wealth Management, JP Morgan and Bank of America/Merrill Lynch. I started my career as an engineer in the energy industry.
I've got a quantitative edge. Numbers are important but are only part of the story, and I enjoy making complex topics simple and actionable for my clients. I listen carefully and provide a calm judgement-free environment with a strong quantitative approach.
Born and raised in New York City, I have lived in New Jersey for many years where my wife Suzanne and I raised our two lovely daughters and now share our home with our rescue dog named Teddy.
I look forward to meeting you and seeing what we can accomplish together.
Pricing is flexible, with engagement options including project-based, hourly or on-going.
Some of my services are:
- Retirement Planning
- Tax Planning
- Investment advice
- Retirement account analysis and strategies
- Advice regarding Social Security and Medicare programs
- Budgeting and cash management
- Insurance reviews and analysis
Mission Statement
Financial Planning On Your Terms
Why I Became an Advisor
After decades in this industry, I understand the need for unbiased straight-forward advice that is not influenced by sales and other incentives prevalent at larger firms.