Shay Becker is founder and CEO of Becker Wealth Management creating holistic and customized analyses and plans for individuals, families and organizations. He works hand in hand with clients to create the most fitting portfolios based on comprehensive examination of the client’s needs, risk aversion, asset distribution and tax obligations. Prior to founding Becker Wealth Management, Shay held senior positions at large insurance companies and agencies in Israel. Shay works in partnership with Profit Financial Services, the largest financial group in Israel.
| Website | https://beckerwealthmgmt.com/ |
| Employees | 1 (1 on RocketReach) |
| Phone | +1 949-724-4575 |
| Industry | Financial Services |
| Keywords | Wealth Management, Financial Planning, Investment Management, Portfolio Management, Retirement Planning, Estate Planning, Financial Advisor, Wealth Advisor, Investment Advisor, Tax Planning, Financial Consulting, Investment Strategies, Retirement Strategies, Wealth Preservation, Asset Management, Customized Portfolios, Holistic Planning, Financial Security, Long-Term Investing, Family Wealth |
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Shay Becker is the Founder and CEO of Becker Wealth Management.
1 people are employed at Becker Wealth Management.
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Shay Becker
Founder and CEO at Becker Wealth Management
Hod Hasharon, IL21
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