Daniel Tucker
Designations, Certifications, and Achievements - CERTIFIED FINANCIAL PLANNER™ Professional - since 2003
- Chartered Retirement Planning CounselorSM - since 2003
- Voted one of *America's Top Financial Planners by the Consumers Research Council of America in 2006-2008
- Recognized as a Lifetime member of Cambridge Who's Who
Education - Bachelor of Arts in business and finance, 1996
Bridgewater College
Bridgewater, VA
Finance and Affairs, 1994
Hokusei Gakuen University
Sapporo, Japan 2001-2004, Completed American College classes for CFP® certification
Business experience - 1998 to April 2005, Financial Advisor, American Express Financial Advisors, Inc.
- 1996 to 1998, Insurance Professional, McNeil & Co., Inc.
Professional Affiliations - Meals on Wheels of CNY, volunteer 1999-2005
- North Central Assembly of God, guest speaker
- Liverpool High School Finance and Investing, guest speaker
Personal - Married college sweetheart, Katie
- Father of five beautiful daughters, Kylie Shae, Braylie Faeth, Averie Grayce, Emerie Joy, and McKynlie Hope
- Enjoys mountain biking, skiing, hockey, golf, tennis, time by the lake, and Jeep off-roading
*The Consumers Research Council of America uses a point value system in the nomination process. The criteria used and assessed include the following: years in practice; training, education and continuing education; membership in a professional financial association; one course of study in a financial certification and receipt of certification on a professional designation. No fee is paid.
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