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Arielle Tucker, CFP®, EA

Comprehensive Financial Planning for U.S. Expats living and working in Europe

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Connected Financial Planning Arielle Tucker, CFP®, EA
Wilmington, DE

Serving Clients Globally

Comprehensive Financial Planning for U.S. Expats living and working in Europe

(781) 325-1844

Website

Areas of Focus

  • Financial Life Planning
  • International and Cross-border Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Arielle Tucker has spent over a decade working on personal tax and financial planning issues for clients who, like her, live and work in Europe.

She founded Connected Financial Planning to empower professionals and families to build a life that reflects their core values while building a stable financial future. She believes that financial education is the cornerstone of every client relationship.

Through years of education and industry experience, Arielle has in-depth expertise in the cross-border space, specifically in tax planning, cash flow management, and retirement/life planning. She is both a CERTIFIED FINANCIAL PLANNER ™ and IRS Enrolled Agent.

Arielle is also a member of NAPFA and XY Planning Network, organizations that support and promote financial advisors who serve clients on a fee-only basis.

While Arielle primarily serves clients virtually, in-person meetings may be available upon request.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Enrolled Agent (EA)

Affiliations

  • Fee Only Network
  • National Association of Personal Financial Advisors
  • The CIGA Network
  • XY Planning Network

Primary Location

221 W 9th St Ste 377 Wilmington, DE 19801

Additional Locations

📍 Zurich, Switzerland

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Fee Only
  • Flat Fee
  • Hourly Rate
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule an introductory call. Our first step is always a free initial call. This helps us determine if we are a mutual fit and allows you to ask us any questions about how we work. You can directly schedule a meeting, send an email or fill out our contact form, and we will be in touch.

Offers Investment Management

Yes

About our Firm

Connected Financial Planning serves US citizens, and their families, who live between the US and Europe. As a US citizen, you face unique challenges when managing your money.

We are your experienced partner who helps you navigate the complexities of living and working abroad. We support US citizens living in Europe, planning on moving to Europe, or individuals and families moving to the US from Europe.

✅ An Experienced Financial Partner

Living and working in Europe as a U.S. Citizen comes with unique financial circumstances. Tax planning, investing, insurance, estate planning – there's a lot to think about. You need a plan that fits your life and your situation.

✅ A Safe Space to Talk About Money

Talking about money can feel scary. Especially when you don't know what you don't know. We give you a safe space to ask questions, get help, and take control of your finances. No matter where you are in your financial journey, Connected Financial Planning helps you plan, earn, save, protect, and invest as a U.S. expat living and working in Europe.

✅ What makes Connected Financial Planning different?

We run a fully virtual firm with flexible hours, which means that we can be available when you need us to be available. We’ve worked with clients from Seattle to Singapore and everywhere in between. We understand first-hand what living between multiple countries (and tax jurisdictions!) means logistically and from the planning side. We are fee-only, meaning you pay us directly, and we act only in your best interests (i.e. we are held to the fiduciary standard).

Education

Paul Smith's College, Bachelor of Science (B.S.), Business Management and Entrepreneurial Studies | SUNY Brockport, Accounting

Badges

Hobbies and Interests

  • Camping
  • Canoeing
  • Cooking
  • Cycling
  • Entertaining
  • Family
  • Relaxing
  • Sailing
  • Skiing
  • Swimming
  • Traveling
  • Volunteering
  • Walking
  • Wine

SEC Lookup

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Who We Serve

  • Baby Boomers
  • Corporate Executives
  • Couples
  • Dual Income Family
  • Expats
  • Families
  • Financial Independence Retire Early (FIRE)
  • Foreign-Born Individuals
  • Gen X
  • Gen Y / Millennials
  • Individuals
  • Living in Retirement
  • Newly Engaged / Newlywed
  • Remote Workers
  • Single Women
  • Specialty Sub-Contractors
  • Travel Lovers
  • Women in Transition
  • Women Professionals
  • Women’s Finance
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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