Refael Tucker

Refael is a Financial Advisor licensed in Life, Accident, and Health, Series 7, and 66 Securities registrations, and a graduate of Arizona State University. Driven by a strong desire to help individuals make confident, informed financial decisions in an often overwhelming landscape, Refael is committed to building meaningful, long-term relationships and being a consistent, trusted guide for his clients through life’s many stages.

As an Investment Advisor Representative, Refael acts as a resource, guiding his clients in making financial decisions for their future. Working collaboratively, he guides them in determining and clarifying their financial goals, establishes their financial position, and identifies areas of opportunity. He helps them protect what is important to them with insurance strategies, save and invest for their future, and offers advice to help them make financial decisions with confidence. Refael blends data-driven strategies with personalized insights to align each client’s financial choices with their goals, values, and lifestyle.

Originally from Seattle, Refael enjoys making the most of the Pacific Northwest — especially through skiing. He has traveled across the U.S., Canada, and Europe seeking new mountains and fresh terrain. When he’s not skiing, he enjoys exploring Seattle’s food scene, catching live music, and spending time with family and friends.

Check the background of this registered representative on FINRA’s BrokerCheck  

I am licensed and registered to offer products and services in WA. Licenses and registrations will vary. Domiciled in WA