Member Spotlights

Get to know your IWI certified advisor peers. Read this month’s Member Spotlight, as well as previous spotlights, and learn more about the community of success-minder advisors like you; committed to life-long learning, adherence to ethical standards, and the advancement of the financial advice industry.

Meet Your Peers in the Investment & Wealth Institute

Daniel Beckerman, CPWA®, CFP® , ChFC®

What do you like about being a member of the Institute?
I enjoy reading and hearing from other like-minded advisers who are dedicated to excellence and to keeping their knowledge up to date.

What is the best financial advice you have received or given?
To invest in yourself, and to focus on the quality of people with whom you spend your time.

What is a challenge in the industry right now?
A major issue is the aging of the financial adviser workforce. It's clear that the industry needs more young talent.

What are your favorite podcast(s) you are listening to?
The Lex Fridman, Masters in Business, and Meb Faber Show podcasts have some wonderful business and finance guests. Recently, I listened to Spellcaster (The rise and fall of Sam Bankman-Fried). It was well put together and is a remarkable story

What is something not many people know about you?
I very much enjoy exercise and fitness. I often challenge myself to learn new skills and approaches.

Is there a specific way your designation has enhanced your career?
With a professional designation, like the CPWA, clients know that you are skilled in areas that are important to them.

What is your favorite book or what are you currently reading?
I am looking forward to receiving a copy of the 7th edition of Security Analysis. I am a big value investing fan, and I look forward to seeing the updated content in this newest edition.

What are you most grateful for in your life?
I have so much to be thankful for: having a wonderful family, being healthy, doing a meaningful job that I enjoy, and building a business that creates opportunities and career paths for others.

Past Spotlights

Calvin Richardson

Craig Vassell

Kimanshu Shah

Valerie Bowman

Daniel Gao

Samuel Ogbonna

Brian Murello

Thomas Richter

Radene Gordon-Beck

Eric Kala

Moe Allain

Chad Hauser

Did You Know?

Your Membership Just Got an Upgrade

IWI is proud to announce brand new benefits for our members. These new membership tiers are designed to offer advisors multiple pathways and powerful tools as they journey towards that success.

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