Rod Becker, CFP®
Denver Tech Center
5619 DTC Parkway Suite 1050
Greenwood Village, CO 80111
(877) 591-5959 | (303) 643-5959
Rod Becker has been in the financial services industry since 2006 after spending over a decade in tax and accounting. He is a CERTIFIED FINANCIAL PLANNER® professional and also has an active Certified Public Accountant designation. Rod works with individual families and business owners to find out their concerns and objectives, then leverages his experience to find ways to add value and to help them have financial peace of mind. Adding value for clients may include investment selection and placement, financial planning, estate planning, cash flow analysis, and life and long-term care insurance planning. He believes consistent communication is critical to successful relationships.
SCHOOL DISTRICT EDUCATORS AND EMPLOYEES: Rod works with educators and employees at Cherry Creek and various other school districts in Colorado. He is authorized to offer investment choices through 403(b) plans and also through the Self-Directed Brokerage Account (at TD Ameritrade) available with PERA 401(k) and Roth 401(k) plans. These options allow participants the flexibility to invest according to their values, whether that be ESG (Environmental, Social and Governance) investing, conservative or growth-focused investing, or strategic investing for volatile markets.