About Tipiwa Walker
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.