Beck Investment Management, LLC / Financial Advisor in Palo Alto, California

We are a registered investment adviser firm located in the Silicon Valley. We manage investment portfolios for individuals and families. We are an independent, fee-only, low-cost financial advisory firm. With over 29 years of investment expertise, and as a Chartered Financial Analyst, we study financial information and provide the due diligence to examine the risk-reward profile of the best investment solutions for you. We keep investments solutions and their explanations simple and transparent. We are only paid by you and working only for you.


Certified Financial Planner CFA College Planning Comprehensive Financial Planning Corporate Bonds Divorce Planning ETFs Family Financial Planning Fee Only Fiduciary Independent Investment Advisor Investment Consulting Investment Policy Statements Investment Services IRA Mutual Funds Passive Investment Strategies Professional Wealth Management Retirement Distribution Plan Retirement Planning Stocks Sustainability Wealth Management Women's Issues Young Investors
Suggestions will appear as you type. Example: Cary, NC.
Please describe your needs and any special services you may require. SUPER IMPORTANT: Do not use foul language or include web links to websites (even if they are yours). We ignore those contact requests. Thanks!

Optional, but recommended. Leave this set to Yes and save yourself time and money; will help you find the best financial advisor for your needs!
Optional, but recommended. An email is required if a phone number is not provided.
Optional, but recommended. is © Copyright Sudden Ventures, Inc. ( 0.037 secs on 06/08/23)

Privacy Policy | Accessibility Statement

Activate High Contrast Mode