Michael Becker
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Michael Becker Email & Phone Number

CFA, CFP® | Partner at Toberman Becker Wealth at Toberman Becker Wealth
Location: St Louis, Missouri, United States 9 work roles 1 school
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Current company
Role
CFA, CFP® | Partner at Toberman Becker Wealth
Location
St Louis, Missouri, United States

Who is Michael Becker? Overview

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Michael Becker is listed as CFA, CFP® | Partner at Toberman Becker Wealth at Toberman Becker Wealth, based in St Louis, Missouri, United States. AeroLeads shows a matched LinkedIn profile for Michael Becker.

Michael Becker previously worked as Partner at Toberman Becker Wealth and Wealth Advisor | Investment Strategist at Hightower Wealth Advisors | St. Louis. Michael Becker holds Bachelor'S Degree, Banking, Corporate, Finance, And Securities Law from University Of Missouri-Columbia.

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Toberman Becker Wealth

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Profile bio

About Michael Becker

Michael Becker is a Partner at Toberman Becker Wealth in St. Louis. He assists families with strategic financial planning and long-term wealth management. He has over a decade of experience in financial services and has crafted custom financial plans for hundreds of families.Michael received a Bachelor of Science (B.S.) degree in Finance and Banking from the University of Missouri - Columbia. He is a Chartered Financial Analyst (CFA) charterholder, and a Certified Financial Planner (CFP).Michael lives in St. Louis with his wife, Lindsey. They enjoy golfing, being outdoors, and exploring local restaurants. Toberman Becker Wealth serves families as a fee-only, independent, and fiduciary financial advisor. Michael never receives commissions or sells any investment products or insurance. The client’s fee is the firm’s only source of revenue. Because Michael and Craig have designed the firm from the ground up, their clients enjoy a transparent and sales-free financial planning experience.

Listed skills include Management, Investments, Financial Analysis, Strategy, and 1 others.

Current workplace

Michael Becker's current company

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Toberman Becker Wealth
Toberman Becker Wealth
CFA, CFP® | Partner at Toberman Becker Wealth
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9 roles

Michael Becker work experience

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

Financial Analyst

Greater St. Louis Area

As a part of Planify's Investment Team, I analyzed client and prospective portfolios and presented investment recommendations based on my findings. I also helped to manage 6 different investment models which were used internally to vary our clients exposure to different asset classes.

Jun 2018 - Mar 2019

Business Analyst

As a Business Analyst, I was responsible for successful business requirements development, project management and implementation of projects critical to the strategic development of Stifel's investment products and services. I prioritized and oversaw the management of multiple projects and maintained a deep knowledge of Stifel's investment products and.

Feb 2017 - Jun 2018

Associate

  • Associate January 2015-January 2017
  • Managed complex estate and investment planning for 11 ultra high net worth families
  • Drafted financial projections and calculations
  • Analyzed investment performance and researched investment options and recommendations
  • Developed customized analysis and deliverables to give clients an in depth look at their annual cash flow, liquidity constraints and estate planning progress
  • Analyzed investment options and determined which were the most advantageous based on strategic assetallocations, tax consequences, asset class blends and overall liquidity needs
Jan 2015 - Jan 2017

Management Trainee Intern

Greater St. Louis Area

  • Management Trainee Program Internship May 2013 – August 2013
  • Awarded the highest of three scholarships among the 20 management trainee interns forachieving the highest total additional revenue per rental car over the duration of the summer
  • Won the award for the best presentation to company executives regarding on boarding reform
May 2013 - Aug 2013
1 education record

Michael Becker education

FAQ

Frequently asked questions about Michael Becker

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What company does Michael Becker work for?

Michael Becker works for Toberman Becker Wealth.

What is Michael Becker's role at Toberman Becker Wealth?

Michael Becker is listed as CFA, CFP® | Partner at Toberman Becker Wealth at Toberman Becker Wealth.

Where is Michael Becker based?

Michael Becker is based in St Louis, Missouri, United States while working with Toberman Becker Wealth.

What companies has Michael Becker worked for?

Michael Becker has worked for Toberman Becker Wealth, Hightower Wealth Advisors | St. Louis, The Planify Group, Stifel Financial Corp., and The St. Louis Trust Company.

How can I contact Michael Becker?

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What schools did Michael Becker attend?

Michael Becker holds Bachelor'S Degree, Banking, Corporate, Finance, And Securities Law from University Of Missouri-Columbia.

What skills is Michael Becker known for?

Michael Becker is listed with skills including Management, Investments, Financial Analysis, Strategy, and Wealth Management.

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