Daniel Becker, CFP®

Wealth Advisor

  • Daniel Becker is a Wealth Advisor at Strata Wealth Advisors. He works with families to create comprehensive financial strategies in coordination with their team of advisors. Daniel focuses on identifying and addressing planning gaps that may exist, while ensuring families fully understand each step of the Strata Wealth 360 Planning Process®.

    Daniel has earned the CERTIFIED FINANCIAL PLANNER™ certification after completing the Certificate Program in Financial Planning at Southern Methodist University and passing the exam in November of 2012. He obtained his Bachelor’s degree from Texas Christian University in 2009 where he studied economics and finance and is a member of the Dallas/Ft. Worth chapter of the Financial Planning Association. Daniel grew up in Georgetown, Texas and currently lives in Dallas.

    Daniel’s passions outside of his career begin with his wife Jaclyn, his son Brooks, and their golden retriever Lilly. He likes to spend his time rooting on his TCU Horned Frogs, as well as getting outdoors to go hiking, fishing and hunting. He also finds great joy in working with his two favorite philanthropies, St. Jude Children’s Research Hospital and Elizabeth Toon Charities in Dallas.

    Areas of Expertise

    • Comprehensive wealth planning
    • Investment management
    • Executive compensation planning
    • Estate planning
    • Asset protection
    • Charitable gifting strategies