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.

Specialties

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
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