- Paul Beckis is a CERTIFIED FINANCIAL PLANNER™ professional.
- Beckis Financial is a Registered Investment Adviser in the State of Arizona.
I created the firm to be independent, with a unique model designed to work with clients regardless of their financial situation. Being independently owned and operated gives me the flexibility to customize solutions to fit your specific needs. I strongly believe in a transparent approach so you are comfortable with each step we take together.
I grew up in Phoenix and graduated from the University of Arizona with a Bachelor’s Degree in both Finance and Accounting. After working for large financial services firms in San Francisco, Phoenix and Seattle, I decided that I wanted to provide a service that had the greatest impact to the people most in need of financial advice. Beckis Financial was created to help those in the accumulation phase of their lives, regardless of their income or net worth. I am passionate about helping people to plan early and build a solid financial foundation that leaves them feeling secure and empowered. With years of expertise in the field, I am proud to share my wealth of knowledge and compassion for my clients.
Paul resides in Scottsdale, AZ. He enjoys concerts, traveling, skiing in the winter and golf in the summer.