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Becker Wealth Advisory Team

Meet Arwen Becker

Arwen Becker is a Financial Advisor/Owner at Becker Wealth Advisory. Arwen has enjoyed 17 years in the financial services industry at Becker Retirement Group and has a specific presence that helps clients to feel more comfortable and confident in their financial strategy. She thoroughly enjoys walking people through the detailed picture of their retirement plan and risk tolerance, and is extremely comprehensive in her approach to preservation, income planning and working to grow her clients' life savings. She has passed the Series 65 exam and is Insurance licensed in the State of Washington. Arwen is a graduate of University of Washington where she also played Pac-10 volleyball. Randy and Arwen are the proud parents of three boys: Morgan, 20, Ashton, 11, and Easton, 9. They take pleasure in traveling, having dinners out, serving in their local church in the music and baptism ministries, visiting the San Juan Islands and flying RC airplanes. Arwen is a life-long athlete, currently enjoying early morning runs and long day hikes with her kids and friends.


Meet Abe Perez

Abe Perez joined BRG in September 2013 as Service Advisor.  He came to us with a BS in Landscape Architecture from ASU.  Abe’s training as a landscape architect has proved beneficial with regards to analytical thinking, and an emphasis on detail.  Abe’s favorite task is collaborating with the team to find creative solutions for our clients’ retirement obstacles and bringing those ideas to fruition.  As an additional Fiduciary at BRG, Abe is licensed in life/health, annuities and securities.  He enjoys much of his free time with wife, Willa, their Boston Terrier, Mecca and exploring Seattle with friends.

 


To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at info@beckerretirement.com or call us at 425.822.8282 today!

By contacting us, you may be offered information regarding the purchase of insurance and investment products.

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The Annuity Checklist is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.

Investment Advisory Services offered through AE Wealth Management, LLC, an SEC Registered Investment Advisor.