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

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Net Worth

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

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

More Calculators →

Newsletters

Adding Stability in Volatile Times

One strategy that can add growth potential to a portfolio, without assuming many of the risks associated with the financial markets, involves purchasing an annuity contract from an insurance company.

The Election and Your Money

In this year’s election, there are issues, such as energy, free trade, and inflation, playing a role that could have a significant effect on investors and consumers over the next four years.

Life Lessons

Research shows that most people who own life insurance may not have adequate coverage. The real problem is that many of these people may not find out that they lack the proper coverage until it's too late.

Your Best Interest

Successfully managing credit is crucial, but there are some arcane credit-card rules that may affect your balance, your interest rate, and even your credit score.

More Newsletters →