Erik Beck
Beck Bode, LLC
- Role
- Financial Advisor at Beck Bode, Llc
- Location
- Portland, ME, US
- LinkedIn followers
- 500 followers
About Erik Beck
I read a novel many years ago written by David Mallach, a 40 year veteran of Wall Street, and my life changed. Weaved into the story was a discipline and communication process that was simple, effective and transparent.which of course challenges the industry norm. After experiencing my own success and listening to the stories of how it transformed the lives of others, I felt the need to help. I wanted to educate people so that everyone could understand and also trust as an accurate depiction of what can be done with their investments to pursue a better life for themselves and their families.
Experience
Financial Advisor
May 2014 — Present · Atlanta, GA, US
The Beck Bode Group brings together a team of financial specialists to help their clients receive expert advice and exceptional resources within a personal environment. We see wealth planning as an ongoing process of preparing for and reacting to your critical financial events. These can be as diverse as selling a business, retiring, receiving an inheritance or buying a new home. Our resources and professional knowledge help you to prepare for such events, so that you can pursue your financial and lifestyle goals. As your financial advisors, Erik, Ben and Jim will coordinate the wealth planning process for you. They will help you to identify your goals and will work with you to implement a series of strategies that will help you to realize your vision for the future. Success with your investments doesn’t have to be complex. It can be simple, but it takes dedication and discipline. Erik, Ben and Jim specialize in the critical elements that promote successful investing, and delivering on these elements is our commitment to you.Investment advice offered through Beck Bode Wealth Management, a registered investment advisor.
Skills
- Financial Services
- Investment Strategies
- Portfolio Management
- Financial Advisory
- Retirement
- Strategic Financial Planning
- 401k
- Wealth Management
- Asset Allocation
- Investments
- Equities
- Asset Management
- Series 7
- Securities
- Retirement Planning
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