John Beckett Email & Phone Number
Founder and Managing Partner | Beckett Wealth Management Group
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John Beckett Location
- Haddonfield, NJ, US
John Beckett Work
- 1990 -now Founder and Managing Partner | Beckett Wealth Management Group @ Beckett Wealth Management Group, LLC
- 2019 -2025 Five Star Wealth Manager Award - Philadelphia and New Jersey 2019, 2020, 2021, 2022, 2023, 2024 and 2025 @
- 2002 -2006 Senior Vice President - Investment Officer, CRPC® @
- 1993 -2002 Vice President - Investments @
- 1983 -1988 Senior Financial Advisor @
John Beckett Education
- Gettysburg College
B.A.- Business Administration (Economics, Finance and Accounting)
1980-1984 - Holy Cross Academy
College Preparatory
1976-1980 - College for Financial Planning
CRPC®, Chartered Retirement Planning Counselor
- The American College of Financial Services
CFP® Certification Education Program
2001
John Beckett Skills
- Customer Service
- Project Management
- Investments
- Research
- Microsoft Word
- Marketing
- Leadership
- Financial Advisory
- Team Building
- Social Media
- Public Speaking
- Insurance
- Retirement Planning
- Financial Planning
- Charity Work
- Event Planning
- Portfolio Management
- Business Development
- Strategic Planning
- Financial Services
- Wealth Management
- Mutual Funds
- Investment Strategies
- Microsoft Excel
- Asset Management
- Charity Events
- Wealth
- Management
- Retirement
John Beckett Summary
- John Beckett, based in Haddonfield, NJ, US, is currently a Founder and Managing Partner | Beckett Wealth Management Group at Beckett Wealth Management Group, LLC. John Beckett brings experience from previous roles at Cetera Advisor Networks LLC, Wachovia Corp and Merrill Lynch. John Beckett holds a 1980 - 1984 B.A.- Business Administration in Economics, Finance and Accounting @ Gettysburg College. With a robust skill set that includes Customer Service, Project Management, Investments, Research, Microsoft Word and more.
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