Brock Becker Email & Phone Number
Private Wealth Manager @ Creative Planning
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Brock Becker Location
- Irvine, CA, US
Brock Becker Work
- Private Wealth Manager @ (December 2025 - Present)
- OSJ Branch Manager @ (January 2009 - January 2026)
- Wealth Advisor @ (September 2008 - January 2026)
- Sr. Advanced Markets Consultant @ (August 2005 - August 2008)
- Relationship Manager @ (January 2003 - January 2005)
- Client Service Associate @ (July 2001 - May 2002)
Brock Becker Education
- Northern Arizona University, College of Business Administration
Bachelor of Science (Bachelor of Science, Finance)
1998-2001
Brock Becker Skills
- Retirement Planning
- Finance
- FINRA
- Wealth
- Financial Advisory
- Investment Advisory
- Pensions
- Series 63
- Strategic Financial Planning
- Securities
- Estate Planning
- Series 6
- Retirement
- Series 7
- Asset Allocation
- Insurance
- Mutual Funds
- Financial Services
- Investments
- Financial Planners
- Marketing
- Credit
- Leadership
- Public Speaking
- Research
- Strategic Planning
- 401k
- Fixed Annuities
- Wealth Management
Brock Becker Summary
- Brock Becker, based in Irvine, CA, US, is currently a Private Wealth Manager at Creative Planning. Brock Becker brings experience from previous roles at Cetera Advisor Networks LLC, SageView Advisory Group and ING Advisors Network. Brock Becker holds a 1998 - 2001 Bachelor of Science in Bachelor of Science, Finance @ Northern Arizona University, College of Business Administration. With a robust skill set that includes Retirement Planning, Finance, FINRA, Wealth, Financial Advisory and more. Brock Becker has 2 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Brock Becker?
Find contact details for 700 million professionals.
Others Named Brock Becker
Brock Becker
Private Wealth Manager
Irvine, CA, US
Top Creative Planning Employees
Rodney Balbuena
Managing Director
Los Angeles, CA, US
Matt Gulseth
Managing Director and Partner
Saint Paul, MN, US
Jeff White
Managing Director
California, United States
Gary Disalvo
Managing Director
St. Louis, MO, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co