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Alec P. Tuckman is an Accredited Investment Fiduciary®, Chartered Financial Consultant® and Certified Retirement Counselor®. He is the founder and CEO of Wealth Management Partners of Los Angeles, Inc. BACKGROUND. Mr. Tuckman is an Author, Speaker, Educator, Wealth Advisor and Podcast Personality. He is a graduate of The University of ...
Posted by Alec P. Tuckman, AIF®, ChFC®, CRC®. I am passionate about building strong trust-worthy relationships with my clients and being…. · Education: The American College of Financial ...
- 500+
- Los Angeles, California, United States
- 4.1K
- Mission Statement
- Value Statement
- Process
- About
- Philosophy
- The Team: Wealth Management Partners of Los Angeles, Inc.
- Orion Portfolio Solutions: Strategic Partnership #1
- Measured Risk Portfolios: Strategic Partnership #2
- Sei: Strategic Partnership #3
- Hansen & Associates/ White Rock Capital Management: Strategic Partnership #4
We develop long term relationships with clients to guide them through the financial challenges in their lives. We strive to provide financial peace of mind by delivering tailored advice based on our clients’ goals. We want to help our clients pursue their hopes, dreams, ambitions and passions.
The value gained by working with us stems from a.) The money we protect in a down market, b.) Additional return we may provide our clients who are okay with risk, and c.) The education, knowledge and advice we pass on to help our clients flourish.
Our process is divided into a six step process of 1). Get to know the client on a personal level and find out their dreams, passions, concerns and goals. 2.) Give guidance and feedback on what they are currently doing versus what they could be doing. If we find something cancerous in the portfolio, find a way to “carve out” the cancer. 3). Present ...
WHAT IS YOUR FINANCIAL OBJECTIVE? “I am more concerned with the return of my money than the return on my money.” —Will Rogers, quoted in Will Rogers Performer, p. 292 “How many millionaires do you know who have become wealthy by investing in savings accounts? I rest my case.” — Robert G. Allen “Given a 10% chance of a 100 times payoff, you should t...
The Wealth Management Partners of Los Angeles philosophy is, “The client comes first, last and always.” This was conceived years ago by the CEO, Alec Tuckman, and still drives our business today. This philosophy includes: a.) We provide solutions based on the needs of the individual client and their goals. b.) Our financial planning is tailored to ...
Meet our team! Our core group at W.M.P.L.A., Inc. is here to help you with your investing, estate planning, tax strategy, financial planning, risk management and real estate needs. We are your point of contact for pretty much anything investing related. If we can’t help you with something, chances are, our partners can. We are supported by a networ...
Orion Portfolio Solutions is the platform and administrative team we use to offer an extensive investing opportunities for our clients including Stocks, ETFs, Mutual Funds and more.
Our partnering firm, Measured Risk Portfolios, offers hedging strategies to mitigate risk in your portfolio, including option trading and dividend focused portfolios. This may be a good strategy for more conservative investors.
SEI (formerly Simulated Environments Inc.), is another one of our partners. Known as the 800 lb. gorilla in the industry, they have been around over 50 years managing over $1.3 Trillion with a staff of 4,000 around the globe. SEI offers an extensive, customized product suite of mutual funds and ETFs based on an investor’s risk tolerance, goals and ...
For those that want to invest and get stock market gains but not lose a dime, or for those looking to get contractually endured income stream that will last as long as they do, we have teamed up with The Annuity Gator and AIM group to research the best products available on the market today. Mark Hansen David Yelle
Alec P. Tuckman studied at University of Wisconsin-Madison, Bryant University, and The American College of Financial Services. University of Wisconsin-Madison Degree 1990 1993 Bryant University Degree Financial Planning Certification Program, Financial Planning and Services Jun 2018 Jun 2020
- Male
- Los Angeles, California
Alec Tuckman Bio. Alec P. Tuckman is an Accredited Investment Fiduciary®, Chartered Financial Consultant® and Certified Retirement Counselor®. He is the founder and CEO of Wealth Management Partners of Los Angeles, Inc. BACKGROUND. Mr. Tuckman is an Author, Speaker, Educator, Wealth Advisor and Podcast Personality.
Alec P. Tuckman, AIF®, ChFC®, CRC®, is a Financial Advisor with Wealth Management Partners of Los Angeles, Inc. (W.M.P.L.A., Inc.) with offices in Encino and Torrance. Mr. Tuckman has been ...
20 reviews and 11 photos of WEALTH MANAGEMENT PARTNERS OF LOS ANGELES "Alec P. Tuckman was very knowledgeable with the information. He was able to talk me out of potentially unwise financial decisions but and giving me great advice for my situation and my goals.
- 15760 Ventura Blvd Ste 700 Los Angeles, CA 91436
