Daniel Becker, Cfp®

Daniel Becker, Cfp® Email and Phone Number

Managing Director at Stokes Family Office, Dallas @ Stokes Family Office
Dallas, TX, US
Daniel Becker, Cfp®'s Location
Dallas, Texas, United States, United States
Daniel Becker, Cfp®'s Contact Details
About Daniel Becker, Cfp®

Daniel Becker is a Wealth Advisor at Strata Wealth Advisors. He works with families to create comprehensive financial strategies in coordination with their team of advisors. Daniel focuses on identifying and addressing planning gaps that may exist, while ensuring families fully understand each step of the Strata Wealth 360 Planning Process®.Daniel has earned the CERTIFIED FINANCIAL PLANNER™ certification after completing the Certificate Program in Financial Planning at Southern Methodist University and passing the exam in November of 2012. He obtained his Bachelor’s degree from Texas Christian University in 2009 where he studied economics and finance and is a member of the Dallas/Ft. Worth chapter of the Financial Planning Association.

Daniel Becker, Cfp®'s Current Company Details
Stokes Family Office

Stokes Family Office

View
Managing Director at Stokes Family Office, Dallas
Dallas, TX, US
Employees:
11
Daniel Becker, Cfp® Work Experience Details
  • Stokes Family Office
    Managing Director At Stokes Family Office, Dallas
    Stokes Family Office
    Dallas, Tx, Us
  • Strata Wealth Advisors, Llc
    Wealth Advisor
    Strata Wealth Advisors, Llc Oct 2020 - Present
    Dallas, Texas, United States
  • Red Oak Financial Group
    Financial Planner
    Red Oak Financial Group May 2013 - Oct 2020
    Dallas, Tx
    Comprehensive financial planning
  • Federal Express
    Sales Account Executive
    Federal Express Jul 2011 - May 2013
    Irving, Tx
  • Research Now
    Project Coordinator
    Research Now Mar 2010 - Jun 2011
    Dallas, Tx

Daniel Becker, Cfp® Education Details

Frequently Asked Questions about Daniel Becker, Cfp®

What company does Daniel Becker, Cfp® work for?

Daniel Becker, Cfp® works for Stokes Family Office

What is Daniel Becker, Cfp®'s role at the current company?

Daniel Becker, Cfp®'s current role is Managing Director at Stokes Family Office, Dallas.

What is Daniel Becker, Cfp®'s email address?

Daniel Becker, Cfp®'s email address is da****@****lfg.com

What is Daniel Becker, Cfp®'s direct phone number?

Daniel Becker, Cfp®'s direct phone number is +151294*****

What schools did Daniel Becker, Cfp® attend?

Daniel Becker, Cfp® attended Texas Christian University.

Who are Daniel Becker, Cfp®'s colleagues?

Daniel Becker, Cfp®'s colleagues are Thomas Greuling, Aimee Charrier, Greg Stokes, J.d. Cfp®, Devin Brieske, Patrick Mckay, Cfp®, Victoria Todino, George Calhoun.

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