Tucker Weppner, CFP®

Financial Adviser

Tucker Weppner joined Sanderson as a Financial Analyst in 2021 after completing the highly regarded Master’s in Finance program at Canisius College. A former Division I student-athlete, Tucker brings a relentless work ethic to analyzing investment data and a team-first mindset in supporting our advisers.

While attending Canisius College, Tucker contributed to a five-person team that advanced to the Americas Final of the CFA Institute Research Challenge. He also received the prestigious WNY Prosperity Fellowship that encourages entrepreneurial-driven students to further economic growth in our region.

TUCKER ADVISES CLIENTS ON:

Experience and credentials.

  • [simple_tooltip content=’CERTIFIED FINANCIAL PLANNER™ (CFP®) is a certification awarded by the Certified Financial Planner Board of Standards, Inc. The certification exam includes more than 100 topics in the areas of financial planning, taxes, insurance, estate planning, and retirement. To maintain CPF status, professionals must also complete continuing education programs annually.’]CERTIFIED FINANCIAL PLANNER™ (CFP®)[/simple_tooltip]
  • Equity Analyst | Golden Griffin Fund
  • Research Assistant | ROI Financial Group
  • Member of the CFA Society Buffalo
  • MS in Finance | Canisius College
  • BS in Finance, summa cum laude | Canisius College

Personal interests.

Tucker enjoys sharing his athletic passion and experience as a youth hockey coach at the Academy of Hockey.

Put our experience to work for your wealth.

Schedule a consultation to learn more about our investment services.