John Becker, MBA, CMFC® in

John Becker, MBA, CMFC®

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Founder and Financial Planner at ClearView Wealth Management
📍 Merritt Island, Florida, United States

John Becker is the Founder and Financial Planner at ClearView Wealth Management, where he focuses on building close client relationships. He holds an MBA from the University of Florida and a CMFC® designation, specializing in helping clients, particularly middle-class Americans, meet their protection needs through insurance and develop customized retirement strategies.

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Experience
26 Years
Current Role
Founder and Financial Planner
Job Level
Leadership
Location
Merritt Island, Florida, United States
Personality Overview

How John 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 John cares about

Retirement Planning
He co-authored the book "Countdown to a Confident Retirement" and focuses on creating strategies for pre-retirees and retirees.
Insurance Strategy
His professional focus includes helping clients with their protection needs through various insurance products.
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Career

Work history

4-2011
Founder and Financial Planner
ClearView Wealth Management
4-2011
Founder and Financial Planner
ClearView Wealth Management of Florida
2-2008 - 4-2011
Sales Representative
American Automobile Association (AAA)
2006 - 2008
Electronics Department Manager
Office Depot
1-2000 - 2006
Electronics Department Supervisor/Manager
Staples
In the press

Media appearances

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Education
2014 - 2014
CMFC®
College for Financial Planning
2009 - 2011
MBA
University of Florida
Social presence
in
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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