About Tipiwa Walker

Tipiwa Walker, CFP, Financial Advisor, Financial Planner, Lucre Advisory Brooklyn, New York
Tipiwa Walker MBA, CFP®
Principal Advisor

I am Tipiwa Walker, Founder and Principal Advisor at Lucre Advisory.

My experience in financial services spans over 15 years and three continents. I got my start in stock broking in Sydney, Australia, where I mastered the ins-and-outs of the stock market. There I discovered my passion for educating families about financial products and guiding them through maximizing their investments.

I have also worked in financial services regulation in London, United Kingdom, and as a financial coach supporting families as they got on their feet financially.

In my work as a financial advisor, I have had the joy of working with countless individuals and families. I have reviewed an inordinate number of financial documents, and helped the families I serve gain knowledge, clarity and confidence about their money and financial decisions.

As a registered investment advisor, I am held to a fiduciary standard. I am legally and ethically required to act in your best interest and avoid any conflicts of interest.

I am fee-only advisor, which means I do not receive any commissions or kick-backs. This avoids the inherent conflict of interest that can occur when your advisor’s compensation is tied to third-party compensation.

Our Investment Partner Team

 

Our investment partner, GeoWealth, supports Lucre Advisory with a range of investment-related services. Our partnerships gives the families we serve access to the resources of a large national investment management firm, in combination with the personal service provided by an independent financial advisor.

Jen Wing, MBA
Head of Investment Solutions & Chief Investment Officer

Ms. Wing serves as Chair of the Investment Committee. She is responsible for delivering on the broad range of investment needs of our clients, ensuring our platform offers access, flexibility, and investment expertise.

Cliff Schoeman
EVP, Chief Product Officer

Clifford drives both the product strategy and execution of all new platform features and capabilities, he is also responsible for the products and services provided by the Investment Solutions team.

Ivo Ivanov, CFA® & CIPM®
SVP, Head of Investment Research

Ivo supports our investment program through data analytics and quantitative research and supports further integration of the Investment Solutions business into the platform.

Rob Gee, CFA®
Senior Portfolio Manager

Mr. Gee is responsible for the firm's internally managed UMAs and models. He is responsible for asset allocation, developing and implementing Capital Markets Assumptions, and leading the manager selection process to optimize portfolio performance.

Professional Affiliations

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