Rogelio Cortina Hernandez

I'm Rob Tucker, the founder of Tucker Wealth Advisory. I am a CFA® Charterholder. I spent 35 years in financial services after obtaining my MBA in Finance from Wharton. Having transitioned from life in large corporations, I am enjoying this phase of my career and the opportunity to help people chart their financial lives with confidence. I enjoy building relationships and hope that we have an opportunity to work together. Most recently, I have worked at BNY Mellon Wealth Management, JP Morgan and Bank of America/Merrill Lynch. I started my career as an engineer in the energy industry. I've got a quantitative edge. Numbers are important but are only part of the story, and I enjoy making complex topics simple and actionable for my clients. Born and raised in New York City, I have lived in New Jersey for many years where my wife Suzanne and I raised our two lovely daughters and now share our home with our rescue dog named Teddy. I look forward to meeting you and seeing what we can accomplish together. I listen carefully and provide a calm judgement-free environment with a strong quantitative approach. Pricing is flexible, with engagement options including project-based, hourly or on-going. Some of my services are: - Retirement Planning - Tax Planning - Investment advice - Retirement account analysis and strategies - Advice regarding Social Security and Medicare programs - Budgeting and cash management - Insurance reviews and analysis

We focus on helping you make the most of your retirement resources in a tax-efficient way. Our specialty is retirement income planning, aka decumulation planning…how to best live off your nest egg and other sources of retirement income. We take a comprehensive approach to optimizing all of your available resources to help you most effectively achieve your retirement goals. Our holistic process integrates cohesive consideration of Social Security benefits, pensions, investments, real estate, annuities, insurance, work wages, etc. to maximize your retirement income. Furthermore, we carefully consider tax-minimization throughout each step of our process. We provide ongoing tax-efficient retirement planning and investment management. Unlike most advisors, our fee is not a percentage of your investable assets. We feel that method often overcharges clients who have been diligent savers but who do not have complex financial lives. Instead, our fee is a fair and transparent fixed annual amount.

Tara Pardo is a Financial Consultant at Fidelity Investments, bringing three decades of experience in the financial services industry. She began her career at Goldman Sachs, where she served as Vice President of Equity Sales from 1992 to 2018. Following that, she was a Senior Relationship Manager at Lord Abbett from 2018 to 2022 before joining Fidelity in 2023. Throughout her career, Tara has focused on helping clients with wealth planning and financial strategies. She emphasizes collaborating with clients to create, implement, and monitor plans that align with their individual goals. Her work at Fidelity leverages the firm's resources to assist clients in making informed decisions for their financial futures.

Matthew Duhaime is a Planning Consultant at Fidelity Investments. In this role, he utilizes Fidelity's Relationship Model to identify clients' goals and concerns, assists in constructing retirement analyses, and collaborates with clients to build financial plans based on those analyses. Matthew has held various positions at Fidelity Investments, including Relationship Manager from 2024 to 2025 and Financial Representative from 2023 to 2024, as well as earlier experience as a Financial Representative at Fidelity in 2013-2014. Prior to his current tenure at Fidelity, he worked as a High Net Worth Consultant at TIAA from 2014 to 2017. He holds a California Insurance License. Outside of his professional duties, Matthew enjoys biking, hiking, music, running, skiing, and swimming.

Amira Ibrahim is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In this role, she focuses on understanding clients’ priorities and developing strategies to help them pursue their short-, mid-, and long-term financial goals. Her services include assistance with general investing, retirement planning, and preparing for unforeseen financial needs. Amira also provides clients access to Bank of America specialists for banking, credit, home financing, and small business solutions. Amira holds a Bachelor's Degree from the University of Illinois System and has earned professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She is fluent in English and Arabic. Outside of her professional work, Amira is involved with the community organization Feed My Starving Children.