Brian believes that the key to long-term financial success is having a sound Wealth Management Plan designed to pursue one’s most cherished life goals. During the planning process, Brian asks pertinent questions in order to gather information and better understand what is important to the client, both personally and financially. Once the objectives are established, the client is presented with a written goals based wealth management plan. The Plan is reviewed and overseen annually with the client to help ensure that goals are being met.

Brian Becker holds the CERTIFIED FINANCIAL PLANNER^™ certification awarded by the Certified Financial Planner Board of Standards, Inc.; and is a Wealth Management Advisor, and Senior Vice President with Merrill Lynch Wealth Management. With over 30 years of experience as a financial advisor, Brian focuses on the following planning areas: Retirement Income Planning, College Funding Analysis, Asset and Investment Allocation Analysis, Risk Management and Insurance Analysis, Cash and Liquidity Management, and Credit Management.

Brian graduated cum laude from the University of Massachusetts Lowell with a business degree. He has attended advanced finance and management courses at the Wharton School of Business and Purdue University. He resides in New Hampshire with his wife Jennifer and their two sons.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER^™ and CFP^® in the U.S., which it awards to individuals who successfully complete CFP^® Board’s initial and ongoing certification requirements.