CALIFORNIA CONSUMER

Our mission is to help clients work toward and manage their financial independence through planning. Each client has a unique set of needs, and therefore should receive advice that is tailored toward their personal situation. We take a methodical approach assisting our clients in developing and implementing a customized investment strategy focused on their personal financial situation, tolerance for risk, and time to invest... We want to build long-term relationships with our clients as their financial advisors and aim to accomplish this through education, training, integrity, and outstanding client service... When Ken Becker started working in financial services in 1985, he was interested in a relationship driven career in which he could genuinely help people and be a trusted advisor to make an impact in their lives. He initially started with a Fortune 500 financial services firm and worked his way up through the ranks, quickly being promoted to numerous leadership positions in New..

Primary location: South Windsor United States