Arielle Tucker (CFP®)
Arielle Tucker focuses in the
following client markets or areas of practice:
- AUM
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
- Corporate Executives
- AUM
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
- Corporate Executives
Planning Specialties
- Cross-border financial planning for US citizens and their families living in or moving to Europe
- Financial and Wealth Management Strategies for Globally Minded Families
- Fluctuating cash flow planning, including dealing with multiple currencies
- Global tax compliance and strategy
- Spending and Savings Strategies
- Family Financial Planning
- Long-term Goal Development
Arielle primarily focuses on cross-border financial planning for families living in or moving to Europe. As a seasoned expat, she is passionate about helping clients navigate and build a life abroad. International planning is complex, so we take a holistic approach to ensure we are optimizing your global situation. We offer a hands-on approach to help our clients manage their overall financial and life events. Tax planning considerations often take center stage with cross-border planning. As an Enrolled Agent with the privilege of practicing and representing taxpayers before the IRS, Arielle brings over a decade of experience working with clients on various tax planning topics, including global equity compensation considerations. Arielle obtained her Certified Financial Planning™ designation in 2018 and has focused on cross-border tax and financial planning issues since 2013.
Before launching Connected Financial Planning, I worked in both Big Four and boutique cross-border tax and financial planning firms. I've spent most of my career as a US citizen abroad and have lived throughout Germany (including Berlin and Munich) and Zurich, Switzerland.
Additional Information
Our Values:
- Money is a tool, not a goal: When money becomes the goal, we are never satisfied. We dig deeper and define values on an individual and family level to ensure we make financial decisions in line with your values rather than endless accumulation.
- Planning Not Gambling: We are planners, not gamblers. Established goals and a deep understanding of your values drive our actions. We do not time the markets or invest in short-term funds.
- Proactive, not Reactive: Working with us means someone is always thinking about you. As your situation changes, we are always here to advocate for you. We believe in checking in throughout the year and always being available to answer questions as they arise.
- Learning is continuous: We are naturally curious and stay informed and will strive to educate our clients to understand how we can make informed tactical decisions while carrying out their financial strategy.
- Clients Come First: We have a fiduciary relationship with our clients. We make decisions in the best interests of our clients based on the best available data, and we never accept 3rd-party commissions for our recommendations.
NAPFA Start Date
November 03, 2022
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