Leslie H. Beck,  CFP<sup>&reg;</sup> - Financial Advisor

Leslie H. Beck, CFP®

CFA

Founder

Beck Investment Management, LLC

530 Lytton Ave, Suite 200
Palo Alto, CA 94301
FINANCIAL ADVISOR'S WEBSITE
(650) 328-7900

General

Leslie Beck is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Beck Investment Management, LLC in Palo Alto, CA and the surrounding communities.

Financial Advisor Overview

Currently manage individual stocks and bonds and passive ETFs.

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Financial Advisor Experience

Mangaged investment assets for individuals and foundations for a major bank's trust department and for individuals for the last 35 years.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

No broker-dealer. Do not have custody of any assets.

Financial Advisor's Specialties

Asset Allocation, Investment Management, Mutual Funds, Retirement, Stocks & Bonds, Sudden Wealth, Women's Finances

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Helpful Financial Planning Resources