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
- 2025 -now Private Wealth Manager @
- 2009 -2026 OSJ Branch Manager @
- 2008 -2026 Wealth Advisor @
- 2005 -2008 Sr. Advanced Markets Consultant @
- 2003 -2005 Relationship Manager @
- 2001 -2002 Client Service Associate @
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
Senior Financial Advisor, Vice President
Dearborn, MI, US
Brock Becker
Private Wealth Manager
Irvine, CA, US
Brock Becker
High School Principal
Littleton, CO, US
Top Creative Planning Employees
Daniel Bruns
COO Retirement Services, Head of Participant Advice
Chicago, IL, US
Tom Zgainer
Founder AB401k
Scottsdale, AZ, US
Nick Jacobson
Chief Marketing Officer
Overland Park, KS, US
Jason Edmonds
Managing Director, Partner
Lawrence, KS, US
Rodney Balbuena
Managing Director
Los Angeles, CA, US
Matt Pearson
Managing Director
Mercer Island, WA, US
Tony Franchimone
Managing Director
Carlsbad, CA, US
Megan Schmitz
Chief People Officer
Leawood, KS, US
Lawrence Tynes
Managing Director | Sports
Overland Park, KS, US
Peter Mallouk
President and Chief Executive Officer
United States
Matt Gulseth
Managing Director and Partner
Saint Paul, MN, US
Jonathan Knapp
Chief Operating Officer
Prairie Village, KS, US
Chatten Scruggs
CTO
Leawood, KS, US
Thomas Panoplos
Managing Director
Northbrook, IL, US
Tamara Lowenberg
Managing Director
Sacramento, CA, US
Jeff White
Managing Director
California, United States
Dave Kaye
Chief Financial Officer
Kansas City, MO, US
Gary Disalvo
Managing Director
St. Louis, MO, US
Stephen Popper
Managing Director
Boston, MA, US
Clay Baker
Managing Director
Kansas City, MO, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co