Loading...
Specialties
Alec P.
Tuckman, AIF®, ChFC®, CRC®, Accredited Investment Fiduciary®, Chartered Financial Consultant®, Certified Retirement Counselor®, is the founder and CEO of Wealth Management Partners of Los Angeles, Inc. He is a Wealth Advisor, Author, Speaker, Educator and Podcast Personality. Mr. Tuckman has been investing since he was 18. He is the son of two award winning economists, the brother of a day trader and the grandson of an entrepreneur who ran a successful business and Foundation. Tuckman has been brought up on table discussions his entire life on the "dos and don'ts" of investing and economic principles. Mr. Tuckman’s father, Howard Tuckman, was the Dean of the Business School at Fordham University, a board member of the World Trump Organization and a past advisor for the JFK administration on social program reform earlier in his career. Mr. Tuckman came from a rigorous training program at Searchlight Financial where he was groomed by a 40-year veteran in the industry. Tuckman’s first job in finance was working at Goldman Sachs in the 1990s in the Asset Management Department. Considered the “Mother Teresa of Finance” in his neighborhood, Tuckman helps people from all walks of life. Mr. Tuckman practices what he preaches and invests in the same financial instruments that he recommends for his clients. He has his license in real estate as well as insurance and securities. Tuckman has a passion for the industry and takes great pleasure in helping people accomplish their financial goals. Mr. Tuckman lives with his wife, dog and twin children; a boy and a girl. He is a New York City transplant who has lived in Los Angeles for 20+ years. He is an active member in his congregation. He enjoys reading, music, food, indie films and travel. He has volunteered for the ASPCA, Food on Foot and St Jude Children Medical Center.
♥
Always free for clients.
ChFC®, AIF®, CRC®
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Disclaimer: The information provided through this platform is for general educational purposes only and should not be construed as personalized financial, investment, tax, or legal advice. Any financial planning or investment strategies discussed will be based on your individual circumstances, objectives, and risk tolerance, and will be addressed only after a formal client–advisor relationship has been established through a signed agreement. I am not affiliated with, endorsed by, or acting on behalf of The American College of Financial Services or its financial planning program. References to my education, credentials, or professional designations (such as CFP®, ChFC®, AIF®, CRC®) are for informational purposes only and do not imply any level of skill or training beyond those required for such designations. Past performance is not indicative of future results. All investments involve risk, including the potential loss of principal. You should consult with your own qualified professionals before making any financial decisions. Securities and advisory services offered through Wealth Management Partners of Los Angeles, Inc., Charles Schwab, Measured Risk Portfolios, Synergy AM, Orion Portfolio Solutions, LPL Financial, Mark Hansen and Associates. Wealth Management Partners of Los Angeles, Inc. and The American College of Financial Services are separate and unaffiliated entities.