People are befuddled and bamboozled by the complex, unnecessary, and overpriced offerings from the financial services industry.
I am Jimmy Becker. My mission is to level the playing field between Wall Street firms and Main Street clients.
I provide financial planning and coaching that is understandable, affordable, unbiased, and trustworthy. I also create customized workshops on different dimensions of financial decision-making to audiences of all ages, including employee groups, adult education learners, and students. I offer these services for an hourly fee or a fixed-price retainer.
I earned an Economics degree from Brown University and an MBA from the Yale School of Management. I began my career on Wall Street as an options arbitrageur and understand the financial services industry from the inside out.