whitecon-play-solid whitecon-play-triangle circle-bookmark circle-share-arrow deco-blue-ribbon deco-cash deco-giving-hand deco-graduation-cap deco-id-card deco-medal deco-people-group decocon-white-blue-ribbon decocon-white-graduation-cap decocon-white-people-group glyph-chat-action glyph-locator-map glyph-score-shield tip-modal tip-question-mark trophycon-founders-club trophycon-napfa trophycon-video-views logo-bloomberg logo-cnbc logo-cnbc-horizontal logo-fox-business logo-investopedia logo-wall-street-journal logo-yahoo-business logo-fa logo-investment-news logo-ria-biz logo-think-advisor logo-gma actcon-caret-left actcon-caret-right actcon-chat-bubbles actcon-chat-bubbles actcon-check actcon-check-circle actcon-city actcon-email actcon-external-link actcon-lightbulb actcon-location actcon-pencil actcon-phone actcon-profile actcon-social-facebook actcon-social-twitter actcon-target actcon-time-morning actcon-time-afternoon actcon-time-evening actcon-x actcon-building tip-modal tip-question-mark
Mini profile pic
WMGNA, LLC
Farmington, CT

Brian Beck

CPWA®
Fee-based All-Inclusive Wealth Management
Score:
--

Meet Brian

641155395 200x150
Introduction - Brian Beck
641155900 200x150
Planning for Dentists - Brian Beck
641156457 200x150
Planning For Retirement - Brian Beck
Video Transcripts

Brian P. Beck is the President and Chief Financial Officer (CFO) of Wealth Management Group of North America, LLC, a Connecticut based company he co-founded with Daniel J. Friedman in 1995. For the last 20 years the duo has been making complicated financial decisions easier by helping families utilize the Power of True Success™ formula. He is skilled in working with executives, small business owners and medical/dental specialists.

Brian is…

Brian P. Beck is the President and Chief Financial Officer (CFO) of Wealth Management Group of North America, LLC, a Connecticut based company he co-founded with Daniel J. Friedman in 1995. For the last 20 years the duo has been making complicated financial decisions easier by helping families utilize the Power of True Success™ formula. He is skilled in working with executives, small business owners and medical/dental specialists.

Brian is a Certified Private Wealth Advisor® (CPWA®), a designation offered through the Investment Management Consultant Association (IMCA). The CPWA®, in partnership with the University Of Chicago Booth School Of Business, was created specifically for financial advisors who have been working with high net worth individuals ($2-$26 million) for at least 10 years. As of February, 2013, only 608 people in the United States hold the CPWA® certification.

Brian is well known in the local community and won the Hartford Business Journal’s prestigious CFO of the Year Award for the Small Private Company category in 2010. He has been featured in various publications and news outlets, such as The Hartford Courant, The Hartford Business Journal, Parent Magazine, Fortune Small Business, as well as NBC Channel 30.

Brian was born in Bloomfield, CT, graduated from Bloomfield High School and continues to give back to the school with the annual scholarship the “Alan L. Beck Award,” presented to the top academic athlete. After high school, Brian graduated from Emory University with a Bachelor of Business Administration (BBA) focusing in marketing and finance. While at Emory, he was credited with reviving the Emory University Baseball Team, which had been defunct since 1950. In 2008, Brian helped establish The Emory University Baseball Alumni Association, for which he serves as a Board Member. Brian also supports the University of Hartford, serving as a member of their Athletic Development Committee and sponsors the “Alan L. Beck Award” which is given to an outstanding student-athlete on the baseball team.

He currently resides in Boca Raton, FL with his wife, Noa, and their daughters, Orli and Ariel. Brian’s love for sports canvasses the walls of his office, where he has an exclusive and very private collection of sports memorabilia hanging. Some of the mementos include his Boston Celtic Ball Boy Jersey, which he proudly wore from 1980-1985, contracts drawn up by Brian’s father for Joe DiMaggio and Reggie Jackson, and a multitude of autographs.


Services offered

Investment Management
Financial Planning
Investment Consulting
Asset Allocation
Retirement Planning
Tax Planning
College Planning
Real Estate & Mortgage Advisory
Estate Planning
Insurance Management
Alternative Investments
Socially Responsible Investing

Experience with

Small business owners
Medical professionals
Business executives
Entrepreneurs
Families
Other professions

Fee structure

Commission-based
Based on % of assets
Fee & Commission
Flat Fee/Retainer
Hourly

Certifications and licenses

CPWA® - Certified Private Wealth Advisor®

Memberships

FPA - Financial Planning Association
IWI™ - Investments & Wealth Institute™

Education

Bachelors
Spinner Loading...