Tucker T. Watkins,  CFP<sup>&reg;</sup> - Financial Advisor

Tucker T. Watkins, CFP®

CIMA, CFS, RFC

Senior Financial Advisor

Ameriprise Financial Services, Inc.

Two Park Plaza, Ste 1100
Irvine, CA 92614
FINANCIAL ADVISOR'S WEBSITE
(949) 263-9001

General

Tucker Watkins is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise Financial Services, Inc. in Irvine, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)
  • Other - CFS

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Long-term Care

More

Helpful Financial Planning Resources