Tipiwa Walker (CFP®, MBA)
Tipiwa Walker focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Financial Psychology/Coaching
- Investment Advice without Ongoing Management
- Millennials
- Retirement Plan Investment Advice
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Financial Psychology/Coaching
- Investment Advice without Ongoing Management
- Millennials
- Retirement Plan Investment Advice
Planning Specialties
We provide fee-only, comprehensive financial planning to first generation wealth builders.Additional Information
Tipiwa Walker, CFP®, MBA is a financial planner based in Brooklyn, NY and serving clients nationwide.
A bit about the firm: 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.
NAPFA Start Date
August 14, 2023
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.