Daniel Becker, Cfp®
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Daniel Becker, Cfp® Email & Phone Number

Managing Director at Stokes Family Office, Dallas at Stokes Family Office
Location: Dallas, Texas, United States 5 work roles 1 school
2 work emails found @stratawealth.com 4 phones found area 512 and 214 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

Contact Signals · 2 work emails · 4 phones

Work email d****@stratawealth.com
Direct phone (512) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Stokes Family Office
Role
Managing Director at Stokes Family Office, Dallas
Location
Dallas, Texas, United States
Company size
11 employees

Who is Daniel Becker, Cfp®? Overview

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Quick answer

Daniel Becker, Cfp® is listed as Managing Director at Stokes Family Office, Dallas at Stokes Family Office, a company with 11 employees, based in Dallas, Texas, United States. AeroLeads shows a work email signal at stratawealth.com, phone signal with area code 512, 214, and a matched LinkedIn profile for Daniel Becker, Cfp®.

Daniel Becker, Cfp® previously worked as Wealth Advisor at Strata Wealth Advisors, Llc and Financial Planner at Red Oak Financial Group. Daniel Becker, Cfp® holds Bachelor Of Science, Economics from Texas Christian University.

Company email context

Email format at Stokes Family Office

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*@stratawealth.com
71% confidence

AeroLeads found 2 current-domain work email signals for Daniel Becker, Cfp®. Compare company email patterns before reaching out.

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Profile bio

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.

Current workplace

Daniel Becker, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Stokes Family Office
Stokes Family Office
Managing Director at Stokes Family Office, Dallas
Dallas, TX, US
Website
stokesfamilyoffice.com
Employees
11
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Company profile
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5 roles

Daniel Becker, Cfp® work experience

A career timeline built from the work history available for this profile.

Financial Planner

Red Oak Financial Group

Dallas, TX

Comprehensive financial planning

May 2013 - Oct 2020

Project Coordinator

Research Now

Dallas, TX

Mar 2010 - Jun 2011
Team & coworkers

Colleagues at Stokes Family Office

Other employees you can reach at stokesfamilyoffice.com. View company contacts for 11 employees →

GC George Calhoun George Calhoun Colleague at Stokes Family Office New Orleans, Louisiana, United States, United States View → TG Thomas Greuling Thomas Greuling Colleague at Stokes Family Office Grapevine, Texas, United States, United States View → DB Devin Brieske Devin Brieske Colleague at Stokes Family Office New Orleans, Louisiana, United States, United States View → VT Victoria Todino Victoria Todino Colleague at Stokes Family Office Kenner, Louisiana, United States, United States View → AC Aimee Charrier Aimee Charrier Colleague at Stokes Family Office Metairie, Louisiana, United States, United States View → PM Patrick Mckay, Cfp® Patrick Mckay, Cfp® Colleague at Stokes Family Office New Orleans, Louisiana, United States, United States View → GS Greg Stokes, J.D. Cfp® Greg Stokes, J.D. Cfp® Colleague at Stokes Family Office New Orleans, Louisiana, United States, United States View →
1 education record

Daniel Becker, Cfp® education

FAQ

Frequently asked questions about Daniel Becker, Cfp®

Quick answers generated from the profile data available on this page.

What company does Daniel Becker, Cfp® work for?

Daniel Becker, Cfp® works for Stokes Family Office.

What is Daniel Becker, Cfp®'s role at Stokes Family Office?

Daniel Becker, Cfp® is listed as Managing Director at Stokes Family Office, Dallas at Stokes Family Office.

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

AeroLeads has found 2 work email signals at @stratawealth.com for Daniel Becker, Cfp® at Stokes Family Office.

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

AeroLeads has found 4 phone signal(s) with area code 512, 214 for Daniel Becker, Cfp® at Stokes Family Office.

Where is Daniel Becker, Cfp® based?

Daniel Becker, Cfp® is based in Dallas, Texas, United States while working with Stokes Family Office.

What companies has Daniel Becker, Cfp® worked for?

Daniel Becker, Cfp® has worked for Stokes Family Office, Strata Wealth Advisors, Llc, Red Oak Financial Group, Federal Express, and Research Now.

Who are Daniel Becker, Cfp®'s colleagues at Stokes Family Office?

Daniel Becker, Cfp®'s colleagues at Stokes Family Office include George Calhoun, Thomas Greuling, Devin Brieske, Victoria Todino, and Aimee Charrier.

How can I contact Daniel Becker, Cfp®?

You can use AeroLeads to view verified contact signals for Daniel Becker, Cfp® at Stokes Family Office, including work email, phone, and LinkedIn data when available.

What schools did Daniel Becker, Cfp® attend?

Daniel Becker, Cfp® holds Bachelor Of Science, Economics from Texas Christian University.

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