Michelle H. Tucker, Esq. CFP<sup>&reg;</sup> - Financial Advisor

Michelle H. Tucker, Esq. CFP®

JD, CPA/PFS

Investment Advisor

3D Wealth Advisors

201 Merchant Street, Ste 909
Honolulu, HI 96813
FINANCIAL ADVISOR'S WEBSITE
(808) 791-1444

General

Michelle Tucker is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at 3D Wealth Advisors in Honolulu, HI and the surrounding communities.

Financial Advisor Overview

Michelle Tucker, of 3D Wealth Advisors, Inc., provides investment advice and financial planning to help her clients retire with confidence and remain financially secure throughout retirement. "Building trust and listening well are important in my personalized approach to advising. Understanding a client’s wishes is the first step to being a valued financial planning resource and guide to my clients," says Tucker. "I enjoy working closely with my clients in different phases of their lives. Each phase involves significant and changing financial decisions necessary to realize goals and dreams." The services she provides through her specialized business, Tucker Wealth Management, Inc., include investment "watch dog" services, financial goal planning, tax reduction planning, retirement income and distribution planning, and family wealth planning. These are the subjects address during our semi-annual meetings with clients to review financial objectives and update financial plans. Michelle Tucker’s background includes years of experience as a CPA, estate planning attorney and CFP, and more information is available on the firm’s website, tuckerwealth.com. Partnering with Tucker Wealth Management, Inc. to manage your financial life is not just for retirement, but for the rest of your life.

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Financial Advisor Experience

• CFP – 9+ years creating retirement plans • Investment Advisor – 15+ years managing portfolios • Attorney – 30+ years structuring estate plans • CPA/PFS – 35+ years advising tax planning clients

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)
  • Admitted to Bar

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Retirement, Stocks & Bonds, Life Planning, Succession Planning, Sudden Wealth, Personal Taxes, Women's Finances

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