Brian Beck Email & Phone Number

Brian P. Beck, CPWA® is a Founding Partner, President, and CFO of WMGNA, LLC, a Tax-Out Financial Solutions™, a firm that employs a tax-out approach to financial planning. WMGNA is headquartered in Farmington, CT, with an additional office in Boca Raton, FL. He is a Certified Private Wealth Advisor®(CPWA), a designation offered through the Investments & Wealth Institute. The CPWA® was created in partnership with the University of Chicago Booth School of Business for financial advisors who have worked with high net worth individuals.In 2010, Brian won the Hartford Business Journal's prestigious CFO of the Year Award for the Small Private Company category. He has been featured in various publications and news outlets, such as The Hartford Courant, the Hartford Business Journal, Parent Magazine, Fortune Small Business, and NBC Channel 30.Born in Bloomfield, CT, Brian graduated from Bloomfield High School. He continues to give back to the school with the annual "Alan L. Beck Award," a scholarship presented to the top academic athlete.After high school, Brian attended Emory University, where he graduated with a Bachelor of Business Administration, with a focus in marketing and finance. While at Emory, Brian revived and played on the school's baseball team, which had been defunct since 1950.In 2008, Brian helped establish the Emory University Baseball Alumni Association, and today serves as a Board Member. He also supports the University of Hartford baseball team, has served on their Athletic Development Committee, and sponsors the annual "Alan L. Beck Award" for the top scholar baseball player.Brian's love for sports can be seen on the walls of his offices, where he has an exclusive collection of sports memorabilia and autographs that where attained directly from the athletes themselves. The most unique of which is his Boston Celtic Ball Boy jersey, which he wore from 1979–1985, Michael Jordan's autograph from his rookie season, and appearance contracts drawn up by Brian's father for Joe DiMaggio, Reggie Jackson, and Don Mattingly. Brian currently resides in Delray Beach, FL, with his two daughters and wife, Noa. Noa is a Radiologist specializing in women's imaging. "Over the last 25+ years it has been my pleasure working with so many interesting and wonderful people." – Brian Beck

Listed skills include Wealth Management, Financial Advisory, Wealth, Financial Planning, and 45 others.

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  President & Cfo

  Wmgna, Llc

  Aug 1995 - Present - Farmington, Ct, Us

  You can find Brian on Linkedin's ProFinder: https://www.linkedin.com/profinderBrian P. Beck is a Founding Partner, President and CFO of WMGNA, LLC, a Tax-Out Financial Solutions firm specializing in tax optimization strategies with on-going financial planning to maximize their client's wealth. WMGNA is headquartered in Farmington, CT, with an additional office in Boca Raton, FL. WMGNA’s Tax-Out Financial Solutions Plan™ begins with a complete understanding of your personal tax situation and then we build-out your financial plan to reveal all your tax and financial savings. Our approach ensures that your financial solutions are in continuous alignment with your life situation and goals…now and into the future!Brian obtained his Certified Private Wealth Advisor (CPWA) designation from the University of Chicago Booth School of Business.