Theresa  Becker,  CFP<sup>&reg;</sup> - Financial Advisor

Theresa Becker, CFP®

Financial Planning Officer

Rockland Trust Company

22 Wianno Avenue
Osterville, MA 02655
(781) 982-6867

General

Theresa Becker is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Rockland Trust Company in Osterville, MA and the surrounding communities.

Financial Advisor Overview

Committed to helping clients meet their lifetime goals.

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Financial Advisor Experience

Fifteen years in the Financial Services Industry. Certified Financial Planner and Retirement Management Advisor.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Retirement Management Advisor (RMA®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Buying a Home, Career Change, Asset Allocation, Estate Planning, Investment Management, Getting Married, Job Loss, Insurance, Life Planning, Retirement, Starting a Family, Long-term Care, Medical & Health Issues, Sudden Wealth

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Helpful Financial Planning Resources