Brock Becker, CFP®

Brock serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.

With more than two decades of experience in the financial services industry, Brock offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, Brock served as a wealth manager at a national independent investment advisory firm, where he was involved in investment management and the creation and execution of financial plans.

Brock received his Bachelor of Science degree in business, with an emphasis in finance, from Northern Arizona University. He is also a CERTIFIED FINANCIAL PLANNER^® professional, as designated by the Certified Financial Planner Board of Standards.

Brock enjoys spending time with his family, watching movies and reading. He and his wife, Meghan, live with their two boys, Jameson and Preston, in Mission Viejo, California.