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Dan Becker, BA, CFP®, EA

Dan Becker, BA, CFP®, EA

Financial Advisor

Dan Becker, CFP®, EA, is responsible for writing financial plans, investment and tax research, tax preparation, responding to and resolving IRS and state tax questions/problems, maintaining electronic order entry system & client portfolio review support. He is a Certified Financial Planner™ as well as a Registered Principal and Investment Advisor Representative with Securities America, holding the 6, 7, 24, 66 industry licenses, and insurance licenses for life, long term care and variable products. In addition to Dan’s Financial Planning background, he is also an Enrolled Agent authorized to practice before the Internal Revenue Service. Before joining U.S.Advisory, LLC in June of 2002, Dan spent two years with AllianceBernstein Investments, one of the largest institutional money managers in the world. Dan is a graduate of the University of Maryland at College Park and has two children; his son Jayden and daughter Rylin.