“We are big believers in integrity, education, communication and transparency.”
BACKGROUND. Mr. Tuckman is an Author, Speaker, Educator, Wealth Advisor and Podcast Personality.
He is a graduate of The University of Wisconsin, Madison and The American College of Financial Services. Mr. Tuckman has been investing since he was 18 and comes from a long line of financial professionals. He is the son of two award winning economists, the brother of an equities trader, the husband of a mortgage banker 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.
WORK HISTORY. Mr. Tuckman started his career in 1994 working in the Asset Management Department at Goldman Sachs. Mr. Tuckman has worked in a variety of positions in the financial industry and came from a rigorous training program at Searchlight Financial where he was groomed by a 40 year veteran in the industry. He recently co-authored a book with entrepreneur Kevin Harrington (“Shark Tank” fame) called, ”Retire Like A Shark.” He has a Podcast called, “The Financial Fundamentals Show,” which educates and entertains retirees and pre-retirees about finance.
LICENSES. Mr. Tuckman practices what he preaches and invests in some of the same financial instruments that he recommends for his clients. He is licensed to sell real estate, insurance and securities. Tuckman has a passion for the industry and education is “baked in” to his firm’s process.
PERSONAL. Mr. Tuckman lives in Sherman Oaks 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 over 20 years. He is an active member in his congregation. He enjoys reading, food, travel, music, indie film and fitness. He believes in giving back to the community and has volunteered for the ASPCA, Food on Foot and St. Jude Children’s Research Hospital.
“Retire Like A Shark,” Coming soon in 2022
Check out our fun and educational Podcast, “The Financial Fundamentals Show,” cohosted by Robyn Roth, comedian, now available on iTunes, Spotify, Radioairtime, Google podcast, Radio Public, iHeartRadio and other platforms.
