Jonathan L. Becker is a Financial Planner with California Financial Advisors. Mr. Becker received his Bachelor of Arts degree from Stanford University in 1976, his Juris Doctor degree from UC Davis in 1979, and his MBA from the University of Hawaii in 2003. Mr. Becker was an editor and writer for the UC Davis Law Review. He is a member of Beta Gamma Sigma International Business Honor Society.

Mr. Becker helps clients navigate the pre-retirement (accumulation) and post-retirement (distribution) phases of their financial lives, recognizing that the two phases require different approaches, not just to the structure of portfolios but also to how clients think about their money. Mr. Becker believes that structuring portfolios should be informed by financial planning that takes into account variables such as spending patterns, taxation, social security, corporate and public pensions and executive compensation.

Jonathan likes to play tennis and attend football games at Stanford Stadium with his son (whose art can be seen at Instagram.com/dsb.art). Jonathan is active in the Stanford East Bay community. He is a supporter of the Lindsay Wildlife Museum in Walnut Creek.

Recognized by:

Published in: