Tipiwa Walker, CFP<sup>&reg;</sup> - Financial Advisor

Tipiwa Walker, CFP®

MBA

Lucre Advisory, LLC

97 N 10th Street, #2A
Brooklyn, NY 11249
FINANCIAL ADVISOR'S WEBSITE

General

Tipiwa Walker is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Lucre Advisory, LLC in Brooklyn, NY and the surrounding communities.

Financial Advisor Overview

Lucre Advisory is a fee-only, comprehensive financial planning firm. We serve first generation wealth creators, by helping them gain the clarity and knowledge to confidently make well-informed financial decisions. Our clients are; busy professionals who want help keeping their financial house in order, new high- earners who want to maximize their wealth-building opportunities, and pre-retirees and retirees who want to have clarity and confidence in their retirement goals. Want to find out more about our services, processes, values and how we can work together? Visit our website and book a complimentary introduction call.

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Financial Advisor Experience

My experience in financial services spans over 15 years and three continents. I got my start in stock broking in Sydney, Australia, where I mastered the ins-and-outs of the stock market. There I discovered my passion for educating families about financial products and guiding them through maximizing their investments. I have also worked in financial services regulation in London, United Kingdom, and as a financial coach supporting families as they got on their feet financially. As a financial advisor, I have had the joy of working with countless individuals and families. I have reviewed an inordinate number of financial documents, and helped the families I serve gain knowledge, clarity and confidence about their money and financial decisions.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MBA
FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning

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Helpful Financial Planning Resources