Bryan Becker
Senior Wealth Advisor @Richardson Financial Group, Inc
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WORK HISTORY
Senior Wealth Advisor @Richardson Financial Group, Inc
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
SKILLS
ABOUT BRYAN BECKER
I started my career in public accounting auditing large financial institutions…
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