Richard Becker headshot

Richard Becker CFP ®, CPWA ®, AIF ®

Founder

Richard Becker began his career in the financial services industry in 1995. He started his own firm to focus on helping people prepare financially for retirement. Over the years, he has helped thousands of educators, families and small business owners throughout Southeast Texas.

Richard’s goal is to help clients find their financial potential. With the heart of a teacher, he helps make sense of investments with straight-forward conversation and regular financial literacy communication.

Each consultation begins with a discussion about the client’s needs so he can help build a retirement plan suited to their situation. Clients in managed programs can expect that their accounts will be regularly monitored and adjusted by product fund managers for changing market conditions. His main office is in LaCenterra in Katy, but he also works in Beaumont with Lamar University.

Richard worked with the Japanese government during the Bush and Clinton administrations. He has consulted with the family businesses of Al Gore and George Bush. He has also led hundreds of business initiatives for the likes of Burger King, Culligan Water and the Los Alamos National Laboratory in New Mexico.

Richard has passed several licensing and professional exams and is a registered agent through the Texas Department of Insurance.