Our Team

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Stephen P. Becker, Principal and Founder

"As a fiduciary advisor, I strive to educate and empower my clients to understand that a successful retirement comes down to two things. 1) How much guaranteed lifetime income do they have to cover their basic living expenses. 2) Have they taken the key retirement risks off the table" The answer to those two questions will determine the success of their retirement. By implementing these two steps, it allows my clients to focus on what's important to them, and ensure they have a happy, worry-free retirement.

Stephen has been in the insurance and financial services industry for more than 25 years, and has an extensive education and background having successfully passed FINRA securities series 7,24,53,63 licenses and holds a series 65 license as a Fiduciary Registered Investment Advisor, Stephen also holds a license as a resident insurance producer with the state of California for health, life and variable contracts, as well as, a Certified Long Term Care CLTC® designation for advanced training.

Stephen hosted the Income Report, which broadcasted on KWHY Channel 22 Business News for five consecutive years.

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Moriah Becker, Marketing and Social Media


Laura Hopper, Client Relations

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Kelly McQueen, Administration

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Sharon Leynes, Office Assistant