Bryan Becker

About Bryan Becker

I started my career in public accounting auditing large financial institutions…

Experience

1. Senior Wealth Advisor

   Richardson Financial Group, Inc

   Jan 2019 — Present

   I manage and coordinate all aspects of my clients\' financial lives orchestrating their investments, insurance, financial planning, tax, and trust/estate planning so it all works together harmoniously. At Richardson Financial, we provide customized solutions to families looking for professional assistance managing all areas of their finances and have been described as, “meticulous yet unpretentious.” We proudly serve the needs of a diverse spectrum of clients that include professionals, executives, business owners, and retirees – particularly those families that have achieved (or will achieve) sophisticated investor status, enjoy the benefits of investments not available to the general public, and appreciate the value of comprehensive financial planning. We are an independent RIA that manages investments as a fiduciary, putting YOUR best interests first. We are free from the conflict of interest that arises when a firm uses its own investment or insurance products. Lastly, we take a collaborative approach to wealth management. You can expect a team of specialists to provide expert guidance when and where you need it.

Education

• University of Wisconsin-Madison

  BBA, Accounting, Finance & International Business

  1995 — 2000

Skills

• Financial Analysis
• Financial Modeling
• Financial Reporting
• Sec Reporting
• Accounting
• Audit
• Sox
• Corporate Finance
• Strategic Planning
• Budgeting
• Sarbanes-Oxley Act
• Sec Filings
• Auditing
• Finance
• Investments