Jacob Becker is a Certified Financial Planner(TM) 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 is on t