Alan Becke, CERTIFIED FINANCIAL PLANNER™ Practitioner, MBA

Alan Becke has been providing professional financial advice for over twenty-five years. Alan strives to provide a safe environment in which people can discover how to make smart choices with their money so they can have what they truly value in life.

Alan graduated from the University of Maryland, College Park, receiving his MBA in Finance and Economics. He holds Series 6, 7, 65, and 66 securities registrations. Alan is a member of the Financial Planning Association (FPA) and Ed Slott’s Master Elite IRA Advisor Group^SM.

Alan lives in Greensboro, Maryland with his wife, Joanna. He has a son, Jesse, a daughter, Katie. He has two grandchildren, Phoebe and Parker. Alan enjoys waterfowl and quail hunting with his Red Setter, Rocky. Alan grew up boating on the Chesapeake Bay and he continues to enjoy spending time on the Bay and exploring the Choptank River near his home. 

All Financial Services Representatives must pass comprehensive exams to obtain a license to sell products in your state. 

Alan is licensed to sell insurance products in the following jurisdictions: MD, MI, NC, VA
Alan is licensed to sell securities in the following jurisdictions: MD

Financial Services Representatives cannot communicate with, nor respond to, requests from customers who reside in jurisdictions where they are not licensed to conduct insurance and/or securities business.