Jacob Becker : Managing Partner, CFP ® | CWS ®

Jacob is a Certified Financial Planner professional and a partner of Portland Private Wealth Management. He is primarily responsible for building, executing, and monitoring all client financial plans. Typical financial plans include retirement, investment, tax, insurance, and estate planning. Jacob also specializes in defined benefit and defined contribution plans for small to mid-sized businesses.
In 2010, Jacob joined Portland Private Wealth Management as CFO. He has a Business Degree in Finance from Portland State University, a graduate level Executive Certificate in Financial Planning from the University of Portland, and is a Certified Financial Planner. As well, Jacob served on the Board of Directors for the Financial Planning Association of Oregon & SW Washington for several years.
In 2008, Jacob started Becker Analytics which specializes in providing independent financial analysis to small and midsized businesses in the investment, real estate, and marketing industries. His previous employer, Realty Trust City, became his first client.
In 2005, Jacob went to work with Realty Trust City as a Market Analyst where he helped grow total real estate project listings to well over $1 billion dollars. He was primarily responsible for market analytics, individual project sales analytics, new project analytics, and overall real estate portfolio analytics.
Jacob's investment career began in 2000 at Leader Capital Corp., a local investment firm where he was an investment analyst and portfolio manager for 5 years. He helped design and develop investment strategies ranging from global index strategies to short-term fixed income strategies. While at Leader Capital, Jacob helped start and run a Short-Term Bond Mutual Fund. He also was the designated Options Principal and Municipal Bond Principal for the firm.