Michael Beck, CFP

VP, Wealth Advisor

Specializes In

  • Retirement Planning & IRAs
  • 401K/403B Rollover Education
  • Estate Planning
  • Investment Planning
  • Insurance - Life, Disability, Long Term Care
  • Mutual Funds
  • Fixed & Variable Annuities

 

Bio

Michael Beck serves as Vice President, Wealth Management Advisor at St. Mary's Financial Services (SMFS), located at St. Mary's Bank. He brings over 25 years of investment services experience to this role.

As a CERTIFIED FINANCIAL PLANNER™ (CFP®), Michael meets rigorous standards of competency and ethics. He meets ongoing continuing education requirements and upholds the CFP® Board's Code of Ethics and Professional Responsibility and Financial Planning Practice Standards.

Michael guides St. Mary's Bank members toward their financial goals through estate, investment, education, and retirement planning. He offers a variety of investment products that include mutual funds, fixed annuities, variable annuities, and IRAs.

 

Education

  • CFP, American University
  • BA, University California Davis
  • JD, University of San Diego

 

Community Involvement

  • Daniel Webster Council, Assistant Council Commissioner 2018-2022
  • Daniel Webster Council, Arrowhead District Roundtable Commissioner 2010-2022