Marc Becker

Marc Becker

Founding Partner - Money Coach, Investment Advisor Representative of Wiser Financial Coaching, LLC

Phone: 919.477.3355
Fax: 919.477.3366
E-mail:

 

Marc Becker, the host of the radio show, "The Money Jam," and Founding Partner of Wiser Financial Coaching, LLC; coaches people to attain financial and life wealth.  He and his staff enables them to understand what they are doing and create synergy within their most important decisions.

Early in his career, Marc realized that traditional financial planning and brokerage services were not only ineffective, they were the biggest barriers to creating wealth and peace of mind.  Marc now lives to fulfill a two fold mission.  First, to uncover and eliminate the damaging myths and models perpetuated by the traditional financial services community.  Second, to assist people in improving their lives by implementing the uncomplicated, freeing truths about investing and wealth creation. 

 

Marc utilizes The Investor Coaching Process – a groundbreaking program he developed with the help of Mark Matson, to help investors achieve success with their money and personal values.  The results in a dynamic relationship creating a straightforward path, leading clients to an understanding of what they are doing, why they are doing it, and what they can expect for having done it.

 

“We accomplish this through a unique process that combines Nobel Prize winning (yet widely unknown) economic research, prudent investment philosophy, and transformative wealth counseling into a powerful experience of investor coaching.”

 

Marc is the host of the radio show, "The Money Jam," airing Saturday and Sunday mornings at 9:00 a.m. on 1360 AM radio.  Marc is also the author of the book, “The Financial Plan Scam: Confessions of a Recovering Financial Planner,” and co-author of "The Lies My Broker Taught Me and 101 Truths About Money and Investing."  Marc holds a degree in Psychology from Guilford College and has earned a Certificate in Financial Planning from Kaplan College.  He has earned a host of industry designations including Certified Senior Advisor (CSA)TM and Certified Estate Planner (CEP)TM. He has successfully completed the FINRA sponsored Series 7, 63, & 65 examinations. He is licensed in life, health, disability, long-term care, and Medicare supplement insurance.  He and other members of his firm are regularly requested to speak by various associations and Fortune 500 companies.