Benjamin Beck, CFP® in

Benjamin Beck, CFP®

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Managing Partner & Chief Investment Officer at Beck Bode, LLC
📍 Medfield, Massachusetts, United States

Benjamin Beck is the Managing Partner and Chief Investment Officer at Beck Bode, LLC, a wealth management firm. A CERTIFIED FINANCIAL PLANNER™ and FINRA arbitrator, he focuses on disciplined, long-term investment strategies that manage client emotions. He earned a B. S. from Northeastern University and began his career at Merrill Lynch and Morgan Stanley.

Benjamin has a deep interest in the intersection of physical fitness and financial health, particularly within the CrossFit community. He is a father who shares lessons on domination and discipline learned from his sons sports experiences. He also hosts the "NoBondsCast" podcast, exploring various financial topics.

A former professional baseball player, Benjamin played for several seasons after a successful collegiate career at Northeastern University, where he hit a walk-off home run.

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Experience
21 Years
Current Role
Managing Partner & Chief Investment Officer
Job Level
Leadership
Location
Medfield, Massachusetts, United States
Personality Overview

How Benjamin shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Benjamin cares about

Behavioral Investing
Writes and speaks extensively on how human emotion leads to poor investment decisions and the need for discipline to stay on the right path, separating investors from speculators.
Client-Centric Philosophy
Believes clients' greatest fear isn't volatility but feeling unimportant or unseen. He emphasizes going a layer deeper in conversations to ensure clients feel supported and understood.
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Career

Work history

2-2013
Managing Partner & Chief Investment Officer
Beck Bode, LLC
2-2013
Managing Partner and Chief Investment Officer
Beck Bode, LLC
12-2005 - 2-2013
Partner - The Beck Bode Wealth Management Group
Merrill Lynch
12-2004 - 9-2005
Financial Advisor
Morgan Stanley
4-2004 - 7-2004
Professional Baseball Player
Northeast Aces
In the press

Media appearances

NoBondsCast Podcast with Benjamin Beck | Beck Bode, LLC. Featured in Beck Bode website
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Education
1997 - 2002
B.S.
Northeastern University
1993 - 1997
Education details unavailable
South Portland High School
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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