Beck Investment Group advises high-net-worth individuals and families, specializing in growing and preserving multi-generational wealth. They center their business on assisting clients in achieving their financial goals through personal crafting and management of equity and fixed-income portfolios. The group customizes asset allocation strategies and collaborates with attorneys and CPAs to develop strategic, tax-efficient wealth transfer techniques, while also providing risk management coverage. Additionally, they work with numerous corporate clients. Beck Investment Group holds expertise in establishing and managing various retirement plans, including 401(k) and profit-sharing plans, defined benefit plans such as cash balance plans, stock option plans, as well as endowment management for nonprofit organizations.
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Office: 267-520-4660 | Direct: 267-519-9502
1515 Market Street, Suite 1200, Philadelphia, PA 19102
Robert S. Beck, AAMS®, CFP®
PARTNER | FINANCIAL ADVISOR
Rob brings over 33 years of experience working at some of the worlds’ largest wealth management institutions to Pinnacle Investments. A graduate of the Whitman School of Management at Syracuse University, with a major in Finance and a concentration in Economics, Rob has always been a student of the global stock and bond markets. Upon graduation, he began his career in the Financial Advisor training program at Prudential Bache Securities. Rob then attended the College for Financial Planning where he earned two postgraduate degrees. In 2002, he completed the CFP® Board of Standards stringent licensing requirements to become a Certified Financial Planner™ (CFP®) practitioner. Rob also earned an Accredited Asset Management Specialist™ (AAMS®) professional designation from the College for Financial Planning.
Rob has the following licenses and designations: Life, Health and Accident Insurance, Series 7, 63, Certified Financial Planner™, and Accredited Asset Management Specialist™.
Rob and his wife Parisa have three children, Ilya (13), Aryana (11) and Delara (8). Rob enjoys bike riding, Skiing, the Jersey shore and reading bedtime stories to his kids. He is an avid sports fan, always rooting for the Syracuse Orange and the orange and black of the Philadelphia Flyers.
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Raymond Beck
SENIOR VICE PRESIDENT
Bio coming soon, please check back!
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Carol Darby
REGISTERED CLIENT SERVICE ASSOCIATE
With over 20 years of experience as a CSA, Carol serves as a bridge between clients and their advisors. Besides handling the paperwork, she provides exceptional customer service and support.
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