The Tucker Isola Group

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Your plan and our advice—
building your future together

Proud to be a Forbes Best-in-State Wealth Management Team

We are proud to be recognized by Forbes in 2025 as a Best-in-State Wealth Management Team.

<p>The 2025 Forbes “Best-In-State Wealth Management Teams” award was announced January 2025. Data as of 3/31/24. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance was not an award criterion. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. For more information:  <a href="http://www.SHOOKresearch.com">www.SHOOKresearch.com</a>.</p>

The Tucker Isola Group

Formed in 1974, today we manage over $1 billion of investment assets, as of January 2026, for individual investors, corporate profit sharing, pension plans, tax-free foundations and institutions from our offices in Walnut Creek, California & El Dorado Hills, CA. Our passion for wealth management advisory services energizes our group every day. We are focused on our clients and very committed to providing each and every individual with the exceptional service they deserve.

With change comes questions

See the impact of your money decisions before you make them, with RBC WealthPlan.

Global Insight Monthly

A renewed Middle East conflict: How long and how great a disruption?

Oil prices threaten $100+ per barrel while S&P 500 valuations face mounting pressure. RBC Capital Markets examines conflict duration scenarios, energy market disruptions, and equity implications.

Become a client

If you are not already a valued client, we invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets.

Latest Insights

Crude oil tanker traveling over open ocean

A renewed Middle East conflict

Oil prices threaten $100+ per barrel while S&P 500 valuations face mounting pressure. RBC Capital Markets examines conflict duration scenarios, energy market disruptions, and equity implications.

Bulletin Board

January 30, 2024

Interest rates will … fluctuate; your investment strategy shouldn’t
January 30, 2024

Implications of a peak dollar world
January 30, 2024

Safeguarding Assets for the Elderly
January 9, 2024

Municipal market insight
January 30, 2024

Quarterly Economic and Market Update

David Tucker is currently registered to conduct business with residents of the following states: AK, AR, AZ, CA, CO, DC, DE, FL, GA, HI, IA, ID, IL, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, SC, TN, TX, UT, VA, WA, WI, WY. California Insurance License # 0B69520.

David Tucker, NMLS # 1540166, Mike Isola, NMLS # 1745920, and David Tucker, NMLS # 2711049 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Mike Isola is currently registered to conduct business with residents of the following states: AK, AR, AZ, CA, CO, DC, DE, FL, GA, HI, IA, ID, IL, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, SC, TN, TX, UT, VA, WA, WI, WY. California Insurance License # 0C56437.

, David Tucker, NMLS # 1540166, Mike Isola, NMLS # 1745920, and David Tucker, NMLS # 2711049 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

David Tucker is currently registered to conduct business with residents of the following states: AK, AR, AZ, CA, CO, DC, DE, FL, GA, HI, IA, ID, IL, KS, LA, MA, MD, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, SC, TN, TX, UT, VA, WA, WI, WY. California Insurance License # 4451175.

, David Tucker, NMLS # 1540166, Mike Isola, NMLS # 1745920, and David Tucker, NMLS # 2711049 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Read additional advisor disclosures.

Obtain more information about this financial advisor on FINRA's BrokerCheck website

Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

Contact information

The Tucker Isola Group

Phone: 925-949-5222

David Tucker, AWM

Managing Director - Financial Advisor,
Senior Portfolio Manager

Phone: 925-949-5222
Cell: 925-330-0007

Mike Isola, CFP®

Senior Vice President - Financial Advisor,
Senior Portfolio Manager

Phone: 925-279-1713
Cell: 925-212-5353

Nanette Flanagan

Associate Vice President - Senior Financial Associate

Phone: 925-949-5223
Cell: 925-412-9738