Brock Becker

Brock Becker works as a lead Financial Planner on the Wealth Management team at SageView Advisory Group. Brock is responsible for SageView’s financial planning services and wealth plan implementation processes. Brock also works directly with SageView’s Investment and asset allocation committees.

Brock provided financial professionals with guidance on a variety of technical financial planning concepts in the areas of retirement, tax, and estate planning. Preceding his move to California, Brock worked as a Client Services Associate with the Vanguard Group, one of the world’s largest mutual fund companies.

Brock obtained a Bachelor of Science degree in Business with an emphasis in Finance from Northern Arizona University. He has also completed personal financial planning courses at the University of California, Irvine and earned the Certified Financial Planner™ certification in 2006. Individuals certified by the CFP® board must demonstrate their professionalism by successfully completing the rigorous CFP® certification process that includes demanding examination, requisite experience, ethical and continuing education standards.