At Becker Financial Services, Inc. we believe that the best way to enhance your current and future financial success is through a team approach. Through our involvement in wealth management and financial, real estate and business planning, we have access to an extensive network of professionals who can provide a wide range of expertise on a variety of investment issues. We also will work with other professionals with whom you already have an existing relationship (e.g., tax professional or attorney) to help create the best solutions to your investment needs.
Robert (Bob) Becker, a co-founder of Becker Financial Services, Inc., has been self-employed for the past 11 years and has owned and operated several business entities, including financial services, insurance, real estate investments, and property management. He is currently the Treasurer of Vistoso Office Park, Inc. as well as the President of Pine Ridge Rentals, Inc. He is actively involved in church activities, community groups, civic organizations and has held numerous leadership positions in each. In his spare time, Bob enjoys spending time with family and friends.
Robert Becker is the Co-Founder and CEO of Becker Financial Services, Inc. He is a Certified Financial PlannerT and a Registered Investment Advisor Representative and has extensive experience in financial planning, managing client investments, insurance analysis and legacy planning. Mr. Becker works with individuals, families and business owners to achieve their financial goals.
BFS is frequently called upon by other professionals all over the country for its unique and innovative ideas, planning concepts and implementation strategies. Mr. Becker is licensed in multiple states and conducts business on a national level.
Robert Becker brings to all his business endeavors a talent for innovation and creative business solutions, together with a wealth of experience in the fields of financial planning and insurance. In addition to Becker Financial Services, Inc., Mr. Becker also has been instrumental in the success of a variety of business enterprises, ranging from financial planning and investment advising to mortgage negotiation and land development. Most notably, Mr. Becker owned and operated the Becker Advisory Group, LLC, a Registered Investment Advisory Firm from 2004 - 2008. Becker Advisory Group, LLC provided its clients with portfolio analysis, investment review and management, and financial planning. The firm had an outstanding reputation for top notch investment advisory services, an attractive "fee-only" approach, and for successful maintenance of long-term relationships. In 2008, the Becker Advisory Group, LLC merged with Sunrise Wealth Management, Inc. Sunrise Wealth Management engages in networth management, providing its clients with asset management and comprehensive financial planning. Mr. Becker is a controlling partner in Sunrise Wealth Management.
Mr. Becker is actively involved in the Oro Valley and Tucson communities, serving in a number of civic and community organizations, and volunteering with the young men's scouting program through Boy Scouts of America. He also dedicates time and service to the community and to individuals in need through his church. Most importantly, he is a father to three beautiful children and has been married to his loving wife for over 10 years.
Professional Membership Organizations
Financial Planner Association
Estate Planning of the Southwest
Education Background
- University of Arizona, Tucson, Arizona
- BS, Business Administration-Marketing
- Certified Financial Planner Board of Standards, Inc., Denver, CO
- Certified Financial Planner™, CFP®
Patricia spent over 15 years of her life in Japan as a dependent of a military member. She returned to the United States in 2002 to pursue post-secondary studies and became a distance learning student at Northern Arizona University while living in Tucson, AZ. She was the only distance learning student to meet Warren Buffet in October 2006 and in 2007 Patricia became a member of Phi Kappa Phi. She graduated Summa Cum Laude from Northern Arizona University in May 2008 with a Bachelor's degree in Business Administration - Management. In her spare time, Patricia enjoys spending time with friends and family, reading and bowling.
Kristina, a native Tucsonan, is currently pursuing an Associate degree in Accounting at Pima Community College. She loves the city of Tucson and hopes to keep it a beautiful place to live. She is active in supporting local and national causes (American Cancer Society - Relay for Life and YMCA Strong Kids Campaign) with fund raising and benefit walks/runs. Having completed several half marathons and one full marathon (San Diego, 2004) she is presently training for her second marathon, which she plans to run in Tucson in December 2010. In her free time she enjoys spending time with her son, frequenting farmer's markets, cooking and reading.