Jacob I. Becker,  CFP<sup>&reg;</sup> - Financial Advisor

Jacob I. Becker, CFP®

Managing Partner

Portland Private Wealth Management FAS

1834 SW 58th Ave, Suite 101
Portland, OR 97221
FINANCIAL ADVISOR'S WEBSITE
(503) 880-9848

General

Jacob Becker is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Portland Private Wealth Management FAS in Portland, OR and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CWS

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Budget & Debt Management, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Business Taxes, Estate Planning, Investment Management, Irregular Income, Mutual Funds, Retirement, Stocks & Bonds, Life Planning, Succession Planning, Sudden Wealth, Men's Finances, Personal Taxes

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