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Our financial advice team


John Becker, Financial Advisor serving the Seven Hills, OH area - Ameriprise Advisors

John Becker

CFP®, CRPC, APMA

Financial Advisor

Chartered Retirement Planning Counselor™
Oak Tree Wealth Partners
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Retirement Plan Distribution
  • Executive Compensation and Benefit Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • B.A.: Business Management Minor: Economics - Wittenberg University, 2000

Community participation

  • Make-A -Wish
  • St. Joseph's Parish, Avon Lake

Interests

  • Spending time with Family
  • Collect Pre-WWII Sports Memorabilia
  • Traveling