WelcomeChad serves clients by developing integrated financial plans that focus on five key planning areas, PROTECTION, RETIREMENT, INVESTMENT, ESTATE and CHARITABLE GIVING. Utilizing a thorough process Chad enjoys helping business owners navigate the unique planning needs of their ongoing business with an eye towards succession planning on the horizon. Trusted guidance and comprehensive solutions are cornerstones of his practice. He is a graduate of the New York Life Advanced Planning Group's Coaching Series, a client-centered planning process with the goal of helping clients crystallize their objectives and design suitable solutions. A key goal is not just to design a plan but to take action towards achieving client goals. Chad is an Investment Advisor Representative with Eagle Strategies LLC, a Registered Investment Advisor and a Registered Representative with New York Life Securities LLC. He currently holds a FINRA Series 6, 7, 63, and 65 securities licenses. Chad earned his Bachelor's (BBA) Degree in Finance from the University of Oklahoma in 1993 and has lived in the valley since 1997. ExpertiseOne thing my clients appreciate about me is that I don’t believe in cookie-cutter financial services or a one-size-fits-all approach. Instead, I follow a meticulous process designed to help get to know each client’s situation, goals and level of risk tolerance so that I can make appropriate recommendations to meet their needs. Everyone is different and I may amend my approach to suit a specific client, but in general, I utilize the following process to help those I'm privileged to serve. Business SolutionsPersonal Solutions"The secret to getting ahead is getting started" My ResourcesProper wealth management is not a solo sport, but a team endeavor with multiple players who all have different skills, abilities and areas of focus. As a financial advisor, it’s pertinent to make sure that you have the right people on your team to best serve the needs of your clients, no matter how simple or complex they may be. With that in mind, I have built my business with the below strategic resources who have unmatched stability, innovation and strength in this industry. NewslettersVideosClient Command Center |
Charles A. Tucker, Scottsdale, AZ
Eagle Strategies, LLC
Contact Us
6710 N. Scottsdale Rd, Ste 160
Scottsdale,
AZ
85253
- 480.371.3355
- E-mail address: catucker@eaglestrategies.com
