What People love about this company
Alec P. Tuckman, AIF®, ChFC®, CRC®, Fiduciary Wealth Advisor and Certified Retirement Counselor, is licensed in Securities, Insurance and Real Estate. Raised by two economists, he has had 40+ years of education on how money makes money. At our firm, we are big believers in education, transparency, clarity and integrity. We focus on 4 client goals: 1. GROW. Invest using...
read moreAlec P. Tuckman, AIF®, ChFC®, CRC®, Fiduciary Wealth Advisor and Certified Retirement Counselor, is licensed in Securities, Insurance and Real Estate. Raised by two economists, he has had 40+ years of education on how money makes money. At our firm, we are big believers in education, transparency, clarity and integrity. We focus on 4 client goals: 1. GROW. Invest using...
read more(5) Reviews for this company
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Daniel Lozano
I had spoken with Mr. Alec Tuckman and I couldn’t ask for better service. Professional, respectful, and most of all very helpful. 10/10 experience. Big thanks to him and the company!
A
Ashish Patil
I contacted Alec Tuckman at Los Angeles Ramsey SmartVestor Pro specifically for help with a 529 college savings plan, and he absolutely delivered. As a Dave Ramsey SmartVestor Pro who gets the baby steps inside and out, Alec took the time to understand my family’s situation in Santa Clarita—high California living costs, wanting tax-free growth for qualified education expenses without overcomplicating things or risking too much.Right from our consultation, he cut through the noise and directed me straight to the best options that align perfectly with Ramsey’s advice: flexible 529 plans invested in strong, low-cost mutual funds you control (no locked-in age-based or prepaid traps), emphasizing not overfunding since the college landscape could change dramatically. He broke down pros/cons clearly, highlighted why California’s own ScholarShare 529 stands out as one of the top-rated plans nationally (low fees, solid investment choices from reputable managers like TIAA-CREF, and great perform
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Mr L
I had a great experience working with Alec Tuckman. He offered clear, practical advice on how to better manage my finances and gave me helpful strategies that actually made sense for my situation. You can tell he really knows his stuff and takes the time to explain things in a way that’s easy to understand. I appreciated his professionalism and would definitely recommend him to anyone looking for a solid financial advisor.
Y
YA Amirkhani
It was a pleasure speaking with Mr.Alec P.Tuckman about my financial situation. He provided valuable advice and even referred me to a lawyer, which was a tremendous help. We spoke for approximately 30 minutes at no charge, which truly amazed me. It’s reassuring to know that there are still genuine and helpful professionals out there. “I wholeheartedly recommend him to anyone seeking honest advice and professional support.” Services Financial planning
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Luther Jackson
Alec was very helpful helping begin my Roth IRA journey. He explained in a way that made it simple and plain. Thank you!!!ServicesFinancial planning
(5) Reviews for this company
1 Stars
(0)
2 Stars
(0)
3 Stars
(0)
4 Stars
(0)
5 Stars
(5)
A
Ashish Patil
I contacted Alec Tuckman at Los Angeles Ramsey SmartVestor Pro specifically for help with a 529 college savings plan, and he absolutely delivered. As a Dave Ramsey SmartVestor Pro who gets the baby steps inside and out, Alec took the time to understand my family’s situation in Santa Clarita—high California living costs, wanting tax-free growth for qualified education expenses without overcomplicating things or risking too much.Right from our consultation, he cut through the noise and directed me straight to the best options that align perfectly with Ramsey’s advice: flexible 529 plans invested in strong, low-cost mutual funds you control (no locked-in age-based or prepaid traps), emphasizing not overfunding since the college landscape could change dramatically. He broke down pros/cons clearly, highlighted why California’s own ScholarShare 529 stands out as one of the top-rated plans nationally (low fees, solid investment choices from reputable managers like TIAA-CREF, and great perform
D
Daniel Lozano
I had spoken with Mr. Alec Tuckman and I couldn’t ask for better service. Professional, respectful, and most of all very helpful. 10/10 experience. Big thanks to him and the company!
L
Luther Jackson
Alec was very helpful helping begin my Roth IRA journey. He explained in a way that made it simple and plain. Thank you!!!ServicesFinancial planning
Y
YA Amirkhani
It was a pleasure speaking with Mr.Alec P.Tuckman about my financial situation. He provided valuable advice and even referred me to a lawyer, which was a tremendous help. We spoke for approximately 30 minutes at no charge, which truly amazed me. It’s reassuring to know that there are still genuine and helpful professionals out there. “I wholeheartedly recommend him to anyone seeking honest advice and professional support.” Services Financial planning
M
Mr L
I had a great experience working with Alec Tuckman. He offered clear, practical advice on how to better manage my finances and gave me helpful strategies that actually made sense for my situation. You can tell he really knows his stuff and takes the time to explain things in a way that’s easy to understand. I appreciated his professionalism and would definitely recommend him to anyone looking for a solid financial advisor.
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