Refael Tucker

  • Financial Advisor
  • Investment Advisor Representative

Refael is a graduate of Arizona State University and a licensed Financial Advisor with his Life, Accident, and Health insurance license, as well as Series 7 and Series 66 securities registrations. 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.

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.

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

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

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