Bob Tucker, CFP®, ChFC, CLU

Bob Tucker, CFP®, ChFC, CLU

Wealth Advisor

As President and founder of Reston Wealth Management, Bob Tucker has led our company with a strong focus on early technology adoption and is active in keeping our clients informed of the latest market trends.  Our holistic approach captures the individualized nature of each client’s objectives.  This customized approach provides the most comprehensive strategies to help our clients manage their investment goals throughout their life stages.

 

Bob has spent his career focused on the nuances of retirement, estate planning and tax implications.  He has over three decades of experience as a financial advisor and is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Financial Consultant, and Chartered Life Underwriter.  His commitment to a diverse and inclusive workplace shows how engaged he is as a leader, while his inspiring dedication to volunteer work in the community points to his deeper connection to what it means to serve.

 

Bob enjoys a very active personal life, including running triathlons and recently hiking up Mt Kilimanjaro.  His next goal is to climb each of the highest points in all 50 states.

 

Education:

University of Tennessee, Bachelor of Science in Psychology

Executive Education through invitation only Advisory Leaders

Forum at The Wharton School, University of Pennsylvania,

Kellogg at Northwestern, UCLA Anderson, and The Yale School of Management

 

Specialization:

•             Comprehensive Financial Planning

•             Investment Management

•             Retirement Planning

•             Tax Planning

•             Social Security Planning

•             Estate Planning

 

Certifications:

·         CFP® - Certified Financial Planner

·         ChFC - Chartered Financial Consultant

·         CLU - Chartered Life Underwriter