Axa Advisors

Penny D. Tucker, CPA, CFP®


As a financial professional with AXA Advisors, LLC, I provide comprehensive wealth management services to business owners, key executives, and individuals.

My educational and professional experience have fostered my practical approach to offering financial advice and planning services to my clients.  My academic achievements include a Bachelors of Science in Accounting from Louisiana State University in Baton Rouge and CFP® and CPA designations. 

I am a member of the Greater Washington Board of Trade, National Association of Female Executives, Northern Virginia Society of CPAs, and the American Institute of Certified Public Accountants. I welcome the opportunity to be of service to you. Thanks for visiting.

CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

AXA Advisors and it's representatives do not offer tax or legal advice.  Please consult with your tax and/or legal advisors for your particular circumstance.
Calculators

Car Affordability

How much can you afford to pay for a car?

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

More Calculators →

Newsletters

What Does a Fed Chairman Do?

The Federal Reserve plays an important role in our economy, and the chairman is its most visible player. His behavior is a good source of clues about what the future may hold.

Working for Social Security

There's nothing wrong with wanting to work in retirement, but if you decide to earn some extra income, make sure you understand how it will affect your Social Security benefits.

Hot Topic: 2010: The Year of the Roth Conversion?

Starting in 2010, anyone, regardless of income, can convert retirement plan assets to a Roth IRA.

The Measure of a Life

One way to help mitigate the financial blow of the loss of a head of household is through life insurance.

More Newsletters →