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Bank of America Private Client Advisor Michael Becker

Financial consultant

0(0 reviews)

Services Offered

  • Investment advice
  • Financial planning
  • Retirement planning

About

Michael Becker is a Private Client Advisor based in Palm Beach, Florida, providing investment advice and strategies tailored to individual life goals and financial circumstances. He specializes in understanding clients' risk tolerance, time horizon, and liquidity needs to develop personalized financial plans. As a Certified Divorce Financial Analyst (CDFA) and Retirement Income Certified Professional (RICP), Michael offers comprehensive guidance in investment management and retirement planning. His practice primarily serves individuals and families seeking to align their financial strategies with their long-term objectives.

Reviews

Location

132 Royal Palm Way, Palm Beach, Florida
Map showing location in Palm Beach, Florida
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Contact This Advisor

Business Information

Address

132 Royal Palm Way
Palm Beach, Florida 33480

Phone

+1561-653-5933

Website

https://private.bankofamerica.com/sites/ct/westport/kevin.roth

Business Hours

Contact for business hours