Bruce Tucker, CFP®

  • Bruce Tucker, CFP®

    Bruce R. Tucker, CFP® is a Founder and Principal of Sterling Financial Planning, Inc. (SFPI), an Independent Registered Investment Advisor, and holds the designation of CERTIFIED FINANCIAL PLANNER™ practitioner. He has been in the financial services industry for more than thirty years.  Mr. Tucker works actively with clients to help them identify and work toward achieving their financial and investment goals. Additionally, Mr. Tucker is instrumental in maintaining the firm’s compliance and procedural activities to meet the firm’s fiduciary responsibility to its clients. As a former Commercial and Private Banking loan officer and commercial credit analyst, Mr. Tucker brings added experience to the firm. When he is not involved with client work or procedural oversight work, Mr. Tucker has participated as a panelist in investment and financial planning seminars offered by various organizations. 

    Mr. Tucker is a member in good standing of the Financial Planning Association of New Jersey (FPANJ). He has also served as past President, Chairman, and Board Member of the Northern New Jersey Society of The Institute of Certified Financial Planners, Inc. (NNJS-ICFP®). He has also served as Ethics Director of the FPANJ.  Currently he serves on the Government Relations Committee of the FPANJ.

    Bruce has been quoted in publications including ABCNews.com, Investment News, NJ Biz, and the New Jersey Sunday Herald among others.  He serves as a Trustee of CTW Foundation, is on the Finance Committee of The Shakespeare Theatre, and is a community volunteer for the American Heart Association.

    Bruce R. Tucker, CFP® holds licenses in life, accident and health insurance and offers products in those areas. SFPI offers fee-based investment management.

    Mr. Tucker is a graduate of Lycoming College. His education was temporarily interrupted when he was called to serve in the military. While serving in the military, Mr. Tucker had top-secret clearance.

    He and his wife reside in New Jersey. He enjoys sailboat racing, harness racing, kayaking, hiking, and other outdoor activities.

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Phone: 973-729-1234

Fax: 973-729-8079

info@sterlingadvice.com

60 Blue Heron Road, Suite 201
Sparta, NJ 07871-2608

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