Financial Advisor

Edmond, United States • *******@**********************.*** • linkedin.com/in/duane-becker-5518b5316 • 405-***-****

DUANE BECKER

Financial Strategist

PROFESSIONAL SUMMARY

Financial Strategist with 37+ years of experience delivering strategic financial planning, retirement solutions, and B2B profitability improvements. Combines deep financial advisory and FINRA-compliant consulting expertise with a track record of crafting cost-optimization and revenue-maximization strategies for firms and individuals. Focused on driving sustainable profit growth, improving operational efficiency, and developing long-term plans that enhance risk management and employee engagement.

EMPLOYMENT HISTORY

B2B PROFIT CONSULTANT May 2024 – Present

Dreams Business Solutions (by WLAH) Edmond, Oklahoma, United States As a B2B Profit Consultant at Dreams Business Solutions we are a strategic partner for businesses seeking to enhance their profitability and operational efficiency. The consultant collaborates closely with client organizations to identify opportunities for cost optimization and revenue maximization through tailored strategies and innovative solutions. Their role includes:

FINANCIAL STRATEGIST Sep 2010 – Present

Becker Wealth Management, LLC Edmond, Oklahoma, United States FINANCIAL ADVISOR Jul 2007 – Aug 2010

Edward Jones Edmond, Oklahoma, United States

CLIENT DELIVERY EXECUTIVE Jun 1997 – Jul 2007

Electronic Data Systems United States

Managed and lead two EDS IT accounts in Indiana & Oklahoma. Worked directly with our General Motors Management Teams in an effort to help them accomplish their business goals. SYSTEM ENGINEER Jul 1989 – Jun 1997

Electronic Data Systems Marion, Indiana, United States Developed IT systems for our General Motors Client. SKILLS

Financial Advisory, Financial Consulting, Financial Planning and FINRA. A long-term strategy for your business to control costs, reduce risk, better manage human resources, and increase employee engagement & retention.

Strategic Planning: Crafting customized business strategies that align with client goals and market conditions to drive sustainable profitability.

Strategic Financial Planning

Insurance Solutions & Implementation

Wholistic Retirement Planning

Financial Planning & Investment Advisory services.

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