Bryan Becker

Background

About Bryan Becker

I started my career in public accounting auditing large financial institutions, broker-dealers, and investment companies. Those Annual Reports and 10-Ks that you recycle 15-minutes after opening – I used to write those. After the better part of a decade, I left public accounting for the corporate world where my hard work was rewarded with more work and steadily expanding responsibilities. Ultimately, I was promoted to Chief Financial Officer of a multi-billion-dollar investment management firm. I was barely 40 years old, responsible for the firm’s finance, accounting, banking, and insurance along with significant influence over compliance, facilities, and operations. I had reached the pinnacle of my profession. I learned a lot on my path towards that role, but what I learned most was that it wasn’t fulfilling.My parents instilled in me the values of education, discipline, work and service – values that still define me today. I’m grateful now that I have a career which allows me to practice those values every-single-day. For people that know me, it was no surprise when I became a wealth advisor. I’m a problem solver and a “numbers guy” that relishes learning and sharing that knowledge with others. I find joy in helping those around me and giving back to my community.I find myself extremely fortunate to work with Richardson Financial Group. I have the opportunity to serve a diverse spectrum of clients that include professionals, executives, business owners, retirees, and their families by integrating the competing priorities in their financial lives. To me, wealth management encompasses more than just managing investments. It is taking a comprehensive approach to address all facets of your financial life: taxes, insurance, retirement/social-security/medicare planning, trust & estate planning, college savings, and more. Our team provides expert advice in all aspects of wealth management.