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Alec P. Tuckman, AIF®, ChFC®, CRC®

Helping company executives turn their assets into income and avoid market risk.

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Wealth Management Partners of Los Angeles, Inc. Alec P. Tuckman, AIF®, ChFC®, CRC®
Los Angeles, CA

Serving Clients Nationwide

Helping company executives turn their assets into income and avoid market risk.

(844) 242-0073

Website

Areas of Focus

  • Financial Life Planning
  • Insurance
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Alec P. Tuckman, AIF®, ChFC®, CRC®, Certified Retirement Counselor and Accredited Investment Fiduciary, has been investing for over 27 years. The son of two award winning economists, the brother of a day trader and the grandson of a successful business and foundation, Tuckman has grown up on economic principles since childhood. Known as the "Mother Teresa" of Financial Advisors, he helps people in debt as well as retirement planning and wealth management.

Alec P. Tuckman's first job in the Finance Industry was in 1994 where he worked on the Goldman Sachs Asset Management Department back in the '90s in the Asset Management department.. Mr. Tuckman came from a rigorous training program at Searchlight Financial where he was groomed by a 40 year veteran in the industry.

Alec P. Tuckman, AIF®, ChFC®, CRC®, Certified Retirement Counselor®, is licensed in Securities, Insurance and Real Estate. Mr. Tuckman is an Accredited Investment Fiduciary® Financial Advisor, putting his clients' needs before his own.

Mr. Tuckman prides himself on the fact that he educates as well as informs. He is a big believers in education, transparency and full disclosure. WMPLA has 3 locations to serve you in Torrance, Encino and Pasadena.

Mr. Tuckman has clients who generate income regardless of what happens in the stock market and he has clients who are able to invest in the stock market with no downside risk.

Mr. Tuckman is NOT a captive agent and he can recommend any asset under the sun. He does NOT recommend proprietary funds, funds of funds or variable annuities. He can recommend the whole universe of investing options, not just common stock, mutual funds and bond funds, like most advisors.

Mr. Tuckman practices what he preaches and invests in some of the same types of investments as his clients. Mr. Tuckman is the CEO of Wealth Management Partners of Los Angeles, Inc. and a Dave Ramsey Smartvestor Advisor adhering to strict standards and guidelines. He is a volunteer for Food on Foot, St. Jude Children's Hospital, Habitat for Humanity & ASPCA. He is an active member of his congregation and has twins; a boy and a girl.

Professional Designations

  • Accredited Investment Fiduciary (AIF)
  • Certified Retirement Counselor (CRC)
  • Chartered Financial Consultant (ChFC)

Primary Location

15760 Ventura Boulevard, Suite 700, Encino, CA 91436

Additional Locations

📍 21250 Hawthorne Boulevard, Suite 500, Torrance, CA 90503

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above and complete the brief form to contact us. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

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.

W.M.P.L.A., Inc. is the premier “go to” firm to invest in the Market with little downside risk or mitigate your risk. We offer several hedging and buffered investment strategies where, depending on your goals, you may potentially be able to avoid the pain of a you may potentially be able to avoid the pain of a major loss in financial assets if the Stock Market were to go down around half like it did in 2002 with the Dot Com bubble and the 2008 Sub-prime meltdown.

Want liquidity with those investments? Not a problem. We offer a host of different investment tools to attain your goals.

✅ Wealth Management: We structure our portfolios so we do better when you do better.

✅ Insurance: This includes life insurance as well as investments within the insurance world. (Term, Whole, Annuities, Indexed Universal Life)

✅ Creating a Financial Plan: We basic planning and more comprehensive planning depending on the complexity of your estate

✅ Risk Mitigation techniques: Add protection on your portfolio like you would your house, your life and your car. Do you remember bowling as a child and putting “bumpers” up to make sure the bowl hit the bowling pins at the other end? We have strategies to mitigate risk and avoid a devastating 2008 market meltdown scenario.

✅ We have one-on-one consultations available for pretty much about anything financial related. If we can’t help you, our partners probably can. We also offer financial education classes for those looking to learn about investing strategy and basic financial literacy.

✅ Tax Strategy: What have you done to keep Uncle Sam out of your pocket lately? Let’s discuss ideas on how to keep more money in your pocket.

Servicing LOS ANGELES: Malibu, Los Angeles, Torrance, El Segundo, Inglewood, Hermosa, Redondo, Palos Verdes, Hawthorne, Long Beach, Lomita, Marina del Rey, Carson, THE SAN FERNANDO VALLEY: Sherman Oaks, Studio City, Encino, Woodland Hills, Tarzana, Calabasas, North Hollywood, Burbank, SAN GABRIELLE VALLEY: Glendale, Pasadena and beyond.

Education

University of Wisconsin-Madison

Badges

Hobbies and Interests

  • Church
  • Family
  • Volunteering

SEC Lookup

View Disclosure

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Dual Income Family
  • Gen X
  • Intergenerational Families
  • Investors
  • Living in Retirement

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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