Arnold Beck, Jr.
Arnie Beck founded Financial Management Associates (FMA) in April, 1980 and incorporated on October 28, 2002. As President of FMA, Arnie is responsible for managing the business activities of the company. A 1969 graduate of California State University in Sacramento, California, Arnie earned his Bachelor of Arts Degree in Public Administration and in 1973 received his Juris Doctorate Degree from Humphrey School of Law. Arnie is a Registered Representative (Series 7 registration) with Securities America, Inc. and an Investment Advisor Representative (Series 66 registration) with Securities America Advisors, Inc.. Arnie is licensed as a California Life Agent, and is enrolled to practice before the Internal Revenue Service to represent clients on audits, collection and appeal tax matters. Arnie is a fellow of the National Tax Practice Institute and received special designations in Financial Advisory and Estate Planning Services from the National Tax Education Institute. Arnie is an Accredited Investment Fiduciary AnalystTM
Since 1980, Arnie has been a leader in the financial and tax planning industry. He specializes in the design and implementation of estate, financial and retirement plans, and portfolio management for pension plans, small businesses, corporations, and individuals. His experience has also been recognized in the area of negotiating contracts, settlements, arbitration’s with labor and management organizations, insurance companies and businesses.
Arnie has served on the Board of Directors and as Vice President of Training for the Financial Planning Association for Northern California which is the professional organization that establishes ethics, standards, and practices for the financial planning industry. Arnie is married and has three children. CA Insurance License #0598477
BRANCH OFFICE: 2600 East Bidwell Street, Suite 140, Folsom, CA 05630