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

 

 

 

BrokerCheck by FINRA


Check the background of these investment professionals on FINRA's BrokerCheck

Estate planning may require tax and/or legal assistance, which neither LPL Financial, nor its registered representatives, provide. Always consult a qualified tax and/or legal advisor for information as to how taxes may affect your particular situation.

 

All investing involves risk including loss of principal. No strategy assures success or protects against loss

*Securities offered through LPL Financial (LPL), a registered broker-dealer, member FINRA/SIPC.

Investment Advisor Representatives conducting business as St. Mary's Financial Services offer investment advisory services through LPL, a registered investment advisor. Insurance products are offered through LPL or its licensed affiliates. St. Mary's Bank and St. Mary’s Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using St. Mary’s Financial Services and may also be employees of St. Mary’s Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, St. Mary’s Bank or St. Mary’s Financial Services. Securities and insurance offered through LPL, or its affiliates are:

Not Insured by NCUA or Any Other Government AgencyNot Credit Union GuaranteedNot Credit Union Deposits or ObligationsMay Lose Value

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Your Credit Union (“Financial Institution") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.

 

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.