Alix Tucci

Sr. Lead Planner

Alix is a Sr. Lead Planner at Facet and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with her MBA from Wake Forest University. Her passions include travel, behavioral economics, volunteering, and spending time with her two rescue dogs, Sophie and Enzo. Outside of work, you’ll find her trail running, paddleboarding, leading trash cleanups, and enhancing her financial planning acumen within all topics.

Education: Wake Forest University (MBA), Nova Southeastern (BSF, BS)

View my professional bio information and my Form ADV Part 2B

"I swear I lived."- One Republic

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Get to know Alix

My family over the holidays.

My mom and I visiting the Biltmore in Asheville, NC.

My rescue dogs, Sophie and Enzo, in our home town of Charlotte, NC.

Berne, Switzerland—one of the many places I’ve traveled, but arguably my favorite.

What's the last book you read?

One More Thing by B.J. Novak. Currently reading The End of Poverty: Economic Possibilities of our Time.

What's the craziest thing you've ever done?

Backpacked through Iceland solo (ended up being an amazing experience).

What are you passionate about?

Our planet, enhancing economic mobility, behavioral economics, and rescuing dogs.

What is your favorite family tradition?

It’s a tie between Christmas Eve fajitas, and “The Birthday Game” (guessing famous people’s ages and being wildly incorrect).

What will I learn on this call?

It’s hard for anyone to look at a website and say “yes, this is for me, please help me with my money”.  Finances are deeply personal, and talking to someone who can listen and determine what will help you the most is just one simple and confidential call away.  In 15 minutes or less you will have a better understanding of what’s available to you and if you are a good fit for Facet.
If it’s clear we can help, and you want to learn more about working with Facet, then we will share what the service will cost based on the complexity of your finances.