Brock Becker is a lead Financial Planner on the Wealth Management team at SageView Advisory Group. He works with individuals and families to help them achieve their goals by developing and implementing financial strategies. While talking with many investors early in his career, Brock determined people need an advisor to help them make smart investment and financial planning decisions. The do it yourself approach does not work for most people. Investors need someone to help them avoid mistakes that can disrupt their long-term plans and partner with an advisor they enjoy working with.
Prior to joining SageView in 2008, Brock began his career working with the Vanguard Group as a client service associate and following his move to California, worked for six years at ING in El Segundo, CA. As a Senior Advanced Markets Consultant, Brock provided financial professionals with guidance on a variety of technical financial planning concepts in the areas of retirement, tax, and estate planning. In addition to working with clients at SageView, Brock is also responsible for SageView’s financial planning services and supports the Investment and Asset Allocation Committees.
Brock obtained a Bachelor of Science degree in Business with an emphasis in Finance from Northern Arizona University. He has also completed personal financial planning courses at the University of California, Irvine and earned the Certified Financial Planner™ certification in 2006. Individuals certified by the CFP board must demonstrate their professionalism by successfully completing the rigorous CFP® certification process that includes demanding examination, requisite experience, ethical and continuing education standards.
Brock enjoys spending time with his family, being outside and reading. He and his wife Meghan live with their two boys, Jameson and Preston, in Mission Viejo, CA.
Learn more about working with Brock here.