Why Use This Tool?

Michelle Tucker is a professional advisor who combines her knowledge of investment alternatives, tax issues and estate planning concerns to help you reach your financial objectives. She will assess your financial situation, needs, and goals in order to develop a personalized plan for your future. She will recommend appropriate investment alternatives and monitor your progress, and help you exercise good judgment and become a wiser, more knowledgeable investor.

As co-founder of Sterling and Tucker, Hawaii's estate planning and tax consulting firms, Michelle Tucker can provides truly comprehensive financial planning services to individuals and families as a Certified Financial Planner™.  Establishing a long-term relationship with her means you have the experience and wisdom of a CPA/Personal Financial Specialist and the first attorney in Hawaii certified by the American Bar Association (ABA) accredited Estate Law Specialists Board, Inc., as an Estate Planning Law Specialist, and is so certified by the Supreme Court of Hawaii*.

Tucker's exceptional breadth of professional capabilities, combined with 31 years in practice, offer clients diverse and meaningful options to grow and preserve assets, save on taxes, decide wisely on retirement choices and pass on wealth to the next generation. A graduate of the William S. Richardson School of Law and an author, public speaker and contributor to Honolulu's newspapers on wealth management, she is an American Bar Foundation Fellow and a member of ABA, AICPA, AAEPA and NAELA.

"Building trust and listening well are important to my personalized approach to being a valued financial planning resource and guide for my clients," says Tucker. "I enjoy and take pride in working closely with them in different phases of their lives to help them make the significant and changing financial decisions to realize their goals and dreams."

As part of the Sterling and Tucker family, Tucker can also tap into the firm's cumulative knowledge, unparalleled in Hawaii in estate planning and tax accounting services, to ensure that clients have enough to retire, to manage finances to minimize tax burdens, and to avoid outliving resources. The personalized wealth management services she can provide through her specialized business, Tucker Wealth Management, Inc., include investment advisory services, tax reduction planning, retirement income and distribution planning, family wealth planning, and client services and communications, including regular reviews to update financial objectives.

Partnering with Michelle Tucker to manage your financial life is not just for retirement, but for the rest of your life.

Professional History

INVESTMENT ADVISORY SERVICES

Founded Registered Investment Advisor firm Tucker Wealth Management, Inc., fka Golden Years Retirement Specialists, Inc. to provide independent investment advice, 2007

Certified Financial Planner™, 2006

Founded Registered Investment Advisor firm WealthCare Financial Services of Hawaii, LLC, fka   Michelle H. Tucker Advisory Services, to provide independent investment advice, 2001

Personal Financial Specialist, Certified by the American Institute of Certified Public Accountants, 2001

ESTATE PLANNING AND TAX CONSULTING SERVICES, DEGREES AND EMPLOYMENT HISTORY

Certified Estate Planning Law Specialist - Certified by the ABA accredited Estate Law Specialist Board, Inc. and so certified by the Supreme Court of Hawaii. The Supreme Court of Hawaii grants Hawaii certification only to lawyers in good standing who have successfully completed a specialty program accredited by the ABA, 2000

Life & Securities Licensed, 1997

Founding Partner, Sterling & Tucker, Inc., CPA firm, 1991 to Present

Founding Partner, Sterling & Tucker, law firm, 1991 to Present

Michelle H. Tucker, Attorney, CPA - 1986-1990

Arthur Andersen & Co., - 1981-1985

Juris Doctor, William S. Richardson School of Law - 1981

Certified Public Accountant - 1977, Elijah Watts Sells Honorable Mention

B.S. University of Hawaii, College of Business High Honors in Accounting - 1976

Assistant Appraiser, No Ka Oi Realty, Inc., Harold Ohama,
Principal, Summer 1975

Accountant and Legal Researcher, Attorney Kwan Hi Lim, 1972 to 1979