Wealth Management Partners of Los Angeles, Inc.

Wealth Management Partners of Los Angeles, Inc.

Reviews Summary

The reviews consistently highlight exceptional professionalism, deep financial expertise, and genuine kindness. Many praise the prompt, clear advice tailored to individual goals, often exceeding expectations. Respondents appreciate the no-pressure approach, especially for those not yet ready to invest. The advisor's ability to simplify complex concepts, provide actionable steps, and offer honest guidance—even in free consultations—stands out. Recurring themes include thoroughness, patience, and a reassuring demeanor that builds trust. Multiple reviewers mention plans to reconnect when financially prepared, citing strong rapport and confidence in the advisor's strategic insights. Small business owners, students, and retirees alike commend the personalized, ethical service.

About This Listing

Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Real Estate
Risk Management

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Real Estate
Risk Management

Contact Information

Address

15760 Ventura Blvd # 700

Encino, California 91436

Hours

Sunday 1-5PM
Monday 8AM-8PM
Tuesday 8AM-8PM
Wednesday 8AM-8PM
Thursday 8AM-8PM
Friday 8AM-8PM
Saturday 10AM-6PM

Customer Reviews

I had a great experience working with Alec Tuckman. He offered clear, practical advice on how to better manage my finances and gave me helpful strategies that actually made sense for my situation. You can tell he really knows his stuff and takes the time to explain things in a way that's easy to understand. I appreciated his professionalism and would definitely recommend him to anyone looking for a solid financial advisor.

I was looking for a financial advisor/debt relief services and left a voicemail with Alec, he reached back out almost immediately! After getting some information from me, he very nicely explained that he doesn't usually work with my personal situation, but still offered to give me some advice on what I could do moving forward. He was very professional, and gave me some great advice on my steps moving forward. I will still be looking for an advisor that fits my personal situation but Alec was fantastic and w

Really appreciated Alec taking the time to help. Got recommended to him by Dave Ramsey and he gave clear and helpful advice.

Alec was very knowledgeable and gave me good advice! He was very relatable and easy to understand, with safe, smart strategies.

Really great guy. He helped me out with some great advice. He was straight forward and patient and he seems very experienced and I would absolutely trust his guidance. Thank You!

Alec Tuckman was great and very informative. Gave great advice and was extremely helpful. Highly recommend.

Alec Truckman Review Student Loans: I'm a first-generation licensed California attorney. And guess what? I have what can amount to a home mortgage worth of student loans. There was no planning for my future. Frankly, the idea of being a licensed attorney was unthinkable. But thanks to my parent's work ethic and example, I learned that hard work pays off. It's not easy, but it will surely pay off. Well, I'm now at the stage where I need to plan and strategize for to pay off my student loans. I was connected

Update in 2025: This is a very hard update to post because Alec seems like such a nice guy and I gave him a glowing review previously. After a conflict of interest came up in a trust he recommended we invest in, I poured over past portfolio performance for months to discover that our accounts had not been performing. Basic benchmarks show they were severely underperforming. There was no communication from Alec about what was happening. I was thanking him (unaware of what was happening because I was ignorant

Needed to have a quick and informative consultation and got exactly what I needed. They give you solid advice that's straight to the point and easy to understand. Overall really good customer service and it was greatly appreciated.

Alec is a wonderful financial professional! He is friendly, thorough, ethical, a great listener, and a reassuring partner in establishing and maintaining a financial path that fits me and my financial goals. He follows through on what he says he will and gives me sound guidance to make the best decisions for my desired financial future. I am very pleased that I made the decision to work with Alec!

Alec Tuckman was very knowledgeable and helpful in our call! He answered all the questions I had!

Very knowledgeable and honest. He was able to grab a snapshot of my current situation and give me his professional opinion on how to prioritize my needs in terms of immediacy and importance. He answered my questions regarding retirement and investing and offered insightful advice on how to move forward. I look forward to working with him.

We are clients of Wealth Management Partners of Los Angeles and find Alec Tuckman to very knowledgeable and informative. We are pleased with his alignment with Dave Ramsey's wealth building principles. He asks questions about your financial goals and how can he help you meet your goals. It has been a rough period lately in the stock market but we have been able to experience growth despite the poor economic climate. Alec continues to reach out to us through phone calls, email, and informative videos an

Alec did an amazing job on our phone call today. He was very direct and helpful with answering my questions. He gave me great insight on starting a financial plan. I was very pleased with our conversation and have already recommended other people to Alec.

Alec is an absolute expert, to-the-point, friendly, and clear in his communication. He's an absolute heavyweight when it comes to financial advising, you can tell that in about ten seconds on the phone with him. He's incredibly sharp. Simply going over my money situation with him had me reassessing and thinking in new ways. Which is exciting.

Alec was very helpful! Within 5 min of reaching out to financial advisors through Dave Ramsey's SmartVestor program, I received a call from Alec. He listened to my financial goals and gave me a thorough financial game plan within just a few minutes. 5 stars for Alec!

Loved my experience with this group. They were grounded and had a common sense approach. They were patient with us. Answered our questions. I felt like only wanted the best for my family and I. They did not pressure us in the slightest. Highly recommend them!

Had a quick call with Alec at no cost and received good advice on navigating taxes as a student with international background. Definitely recommend reaching out to these guys if you have money questions and don't know where to start!

Alec took the time to go in depth with me about many different topics over the phone. He helped me understand investments more in such a short time. He is very knowledgeable and a nice guy. I will definitely be returning to him when I have more money to work with.

Alec called me after I put my info into Dave Ramsey's advisor tools and he was very helpful. In our first call he gave me a strategy for the next year even though I don't have enough of a saving to work with him just yet. When I reach the saving limit I will definitely be reaching back out to Alec.

I did a consultation with Alec over the phone. He was very helpful from the start. He took the time to get to know me and listen to my financial goals. He was very informative in guiding me towards my next step.

I found Alec through Dave Ramsey's SmartInvestor portal. About 5 minutes later Alec gave me a call... very fast response. During the phone conversation he was super helpful. I am very new to the financial investment world. Alec heard me out and what I needed and assessed my situation very quickly. He answered my questions and set me to have some direction with some doable goals. He gave me some VERY clear and easy steps to take in order to set up different funds. He took about 15 minutes of his time just t

I was very happy with the experience Alec provided. We discussed at least 15 different options, and at the end of each one he made sure I understood everything. He knows his trade inside and out. It was nice that he took me along for the ride of understanding where he was coming from. I appreciated he told me where I was doing well and he couldn't help. It made me listen to where he could help help.

I got a call from Alec a couple hours after requesting assistance on Dave Ramsey's site. He kindly took about 20 minutes of his time to answer my questions, and gave me some great advice. I highly recommend Alec if you're looking for a Financial Advisor. I've already saved his number and will be contacting him again in a few months time when I'm ready for a more solid financial plan.

I just spoke with Alec for a consultation, and he was very informative and helpful right from the start. He definitely seems like someone who looks out for his clients' best interests. I will take his advice in preparation for more in depth financial planning. Thanks Alec!

I was contacted by Alec through the Dave Ramsey website. He was very friendly and helpful in answering my questions about working my baby step 4 and working on saving up to buy a house soon. He was very patient, client centered and respectful. I will definitely contact him again once I get some more movement toward my goals and I'm ready to make some big money moves. Thanks Alec!

Reached out and scheduled a complimentary phone consultation with Alec. He is very knowledgeable of what's going on in the market off the top of his head and gave me great gems to start me on my path to understanding and building my investments and assets. I recommend scheduling a call with him for sure!

Friendly group of precessional and very quick to help! I learned more about my financial position in a 10 minute phone call then years of research.

Alec was very helpful he is very amazing I learned so much information from him he walked me on the path to financial freedom

Just WOW! Alec is a game changer and definitely knows his stuff. Alec contacted me right away after submitting my inquiry through the ChrisHogan360/dreamteam website. He took me step by step and how to properly invest in my 401k and what other financial opportunities I have available for the future. Alec answered all of my questions and definately gave me direction on how to move forward. I have a clearer picture now thanks to Alec. I highly recommend Alec for any of your financial needs and trust me you wo

Alec was informative and a pleasure to work with. He definitely helped me to achieve my financial goals.

I spoke with Alec the other day. He was extremely professional and had a lot of knowledge to share with me. I will be working with him more in the future and if you are looking for financial information or management, he is worth your time.

Alec was very helpful. He created a realistic plan for us to reach our financial goals and explained in detail terms we could understand. Recommend highly.

My wife and I met with Alec Tuckman at Wealth Management Partners of Los Angeles and were very impressed with his services. It's never easy to find someone you can trust with hard earned savings, but he immediately made us feel relaxed and put our mind at ease. It was clear from the beginning that he knows the industry and has been in the business for quite some time. He gave us guidance on our finances and went over everything from estate planning and investing to goal planning and risk management. For our

I entered my details on the Dave Ramsey site to acquire more tips around planning for retirement and in only about 5 min later I received a call from Alec. He was so informative and extremely helpful in putting me on the right track towards my financial goals. Very thankful for the call

Alec, was a wealth of knowledge. My wife and I learned so much during our call with him. From our conversation I could tell the he is extremely knowledgeable in many areas including small business's which is important for us.

Alec spoke with us on the phone for 30+ minutes going into detail about our expenses and savings. We really appreciate how straight forward and customized his advice was for a young, millennial couple like us. In such a short period of time, we had a plan for 2019!

Alec Tuckman called me as soon as I was Iooking for a Smart Vestor on the Dave Ramsey's website. Alec is professional, highly knowledgeable, and very kind. Alec took the time to give me so much knowledge and advice on my future investments. I look forward to working with Alec in the future.

I'm in between grad school and internships and was inquiring information about getting my IRA started. After speaking with Alec I felt reassured and had all of my questions answered. Alec heard my concerns and took his time in explaining how IRA?s work. I really felt like I made a new friend and look forward to work together in the near future. Highly recommend!

Alec was referred to me by the Dave Ramsey website. Alec reached out to me quickly, and took time to inquire about my current finances and what I wanted to achieve based off that he gave me a plan to obtain the financial goals I'm aspiring to achieve. Thank you for all the info!

Although I did not meet the criteria to use his company's services, Alec took time to consult with me and give me some ideas and advice. Alec was very professional, knowledgeable and very clear and concise.

A phone call with him was very easy to understand and very informative.

Alec was fantastic to talk to. Extremely knowledgeable and his mindset to investing was right up my alley. I look forward to working with him.

Very pleased with my conversation with Alec. He is an efficient communicator and provided me with tons of useful financial information. Definitely feel more confident in managing my money!

Alec is straight forward, will advice you on strategies about finances and help you to get out of debt. Will definitely recommend him to everyone!!

Alec?s response time was phenomenal. He was efficient, helpful, knowledgeable and honest. He gave me the answers I was looking for and then some.

I found him through Dave Ramsey. I sent out a request to get investing guidance and he was the first one to call me. He gave me some really solid advise for free. He also educated me on how he operates. Very nice and genuine. He didn't make me feel small because of my age and lack of money.

Thank you Alec for the financial tips/help you gave me over the phone, pro bono. You were highly recommended by Dave Ramsey, and he is right about you, your professionalism, and the caring attitude to aide those in need.

Alec was very prompt and very helpful. He answered all my questions and provided me with a variety of options to think about for when I am ready to invest.

Alec took the time to chat with me to make sure I understood how to move forward, and he gave me actionable steps to get me to where I need to be. Much appreciated!

I got a call from him when I was seeking help in the Dave Ramsey website. Great advice and easy to understand; didn't judge me for having little capital or experience. Definitely recommend him.

Spoke to Alec over the phone about general investing questions and he was able to provide insight on every question I had. Recommend.

Alec was very friendly and thorough. He gave me some great advice on starting an IRA.

Really great information given by Alec. Really breaks things down to make sure you understand perfectly. Looking forward to working with him

Alec Tuckman gave me a quick great introduction in how to get started in investing and how to improve my finances in order that I can achieve my future goals!

Great guy, shared knowledge with me right away outlining 3 different strategies we could try right away. Very knowledgeable and more than willing to explain the details in terms that are easy to understand.

If you are looking for a financial advisor, I'd recommend Alec. Very knowledgeable and helpful in understanding my financial needs and planning for the future.

Alec Tuckman is great very helpful and answered every question I had. Highly recommend his service.

Had a great experience at Wmplainc. They provided me the best wealth management and financial planning services. I am very thankful to all Wmplainc staff.

I appreciated the amount of time he gave me and despite certain limitations I had, this did not detract him from giving me the time to help me get on track financially.

Just spoke with Alec for a free consultation over the phone. I was impressed with his knowledge and ability to clearly relate that information.

Alec is great. He really explains things thoroughly.

Straightforward, honest and definitely gave me those points/tips I need. Thank you

Pleasure speaking with Alec. Very patience , answer all our questions and is helpful.

Gave me some great advice

Very helpful and insightful.

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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