portrait of Aaron Tucker
FINANCIAL ADVISOR

Aaron Tucker

CFP®, CEPA®
22342 Avenida Empresa, Suite 240, Rancho Santa Margarita, CA 92688opens in a new window
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Divorce Finances
  • Employee Stock Options
  • Charitable Giving

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Music
  • Reading
  • Traveling
  • Wine Collecting/Enthusiast
  • Community Outreach

Team Members

  • Kelli Miller
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Phone

(949) 858-1006

Fax

(888) 525-1093

Office Address

22342 Avenida Empresa
Suite 240
Rancho Santa Margarita, CA 92688opens in a new window

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