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Michael Beck, CFP®

Michael Beck, CFP®

Vice President Wealth Management

Followers of Michael Beck, CFP®3000 followers
location of Michael Beck, CFP®Manchester, New Hampshire, United States

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  • Timeline

  • About me

    Vice President, Wealth Management at St Mary’s Financial Services

  • Education

    • The American College

      2005 - 2008
      Certified Financial Planner

    • University of San Diego School of Law

      1981 - 1984
      Doctor of Law (J.D.)

    • University of California, Davis

      1977 - 1981
      Bachelor of Arts (B.A.)

  • Experience

    • CUNA Brokerage Services, Inc

      Mar 2003 - Apr 2022
      Vice President Wealth Management

      Helping individuals and families reach their financial goals.

    • LPL Financial

      May 2022 - now
      Vice President of Wealth Management

  • Licenses & Certifications

    • Certified Financial Planner

      CFP Board

  • Honors & Awards

    • Awarded to Michael Beck, CFP®
      Silver Beaver Award Boy Scouts of America Jun 2019 The Silver Beaver Award the council-level distinguished service award of the Boy Scouts of America.
    • Awarded to Michael Beck, CFP®
      Eagle Scout Boy Scouts of America Jan 1974

  • Volunteer Experience

    • Cub Scout Roundtable Commissioner

      Issued by Boy Scouts of America on Aug 2010
      Boy Scouts of AmericaAssociated with Michael Beck, CFP®

    • Assistant Council Commissioner - Roundtables

      Issued by Boy Scouts of America on Mar 2017
      Boy Scouts of AmericaAssociated with Michael Beck, CFP®