Arielle Tucker, CFP®, EA
Comprehensive Financial Planning for U.S. Expats living and working in Europe
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Serving Clients Globally
Comprehensive Financial Planning for U.S. Expats living and working in Europe
Areas of Focus
- Financial Life Planning
- International and Cross-border Planning
- Investment Management
- Retirement Planning
- Taxes
About Arielle Tucker, CFP®, EA
Arielle Tucker is a cross-border financial planner specializing in helping U.S. expats and globally mobile families navigate the complexities of building wealth while living abroad. With over a decade of experience in personal tax and financial planning, she works primarily with Americans living in Europe who need integrated strategies across U.S. and international systems.She is the founder of Connected Financial Planning, a firm dedicated to helping professionals and families align their finances with their values while building long-term financial security. Arielle believes that financial education is the foundation of every successful client relationship and empowers her clients to make confident, informed decisions.
Arielle is the host of the weekly podcast Passport To Wealth™, where she shares practical insights on expat life, cross-border taxes, investing, and financial independence abroad. She has also been featured in Forbes, CNN, Slate, and other international media for her expertise on U.S. expat financial planning and global mobility trends.
As both a CERTIFIED FINANCIAL PLANNER™ and IRS Enrolled Agent, Arielle brings deep expertise in cross-border tax planning, investment strategy, cash flow management, and retirement planning for U.S. citizens living overseas.
Arielle primarily works with clients virtually across the globe, with in-person meetings available upon request.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- 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
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 Connected Financial Planning
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
Hobbies and Interests
- Camping
- Canoeing
- Cooking
- Cycling
- Entertaining
- Family
- Relaxing
- Sailing
- Skiing
- Swimming
- Traveling
- Volunteering
- Walking
- Wine
SEC Lookup
View DisclosureWho 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
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moving across the pond
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