Lance Becatti is a highly qualified financial advisor based in Tampa, FL, with a diverse range of certifications including AAMS, ADPA, AEP, AIF, APMA, AWMA, BFA, CAP, CAS, CASL, CDFA, CEP, CFA, and CFP. With expertise in asset management, estate planning, retirement planning, and investment strategies, Lance offers comprehensive financial advisory services to individuals, retirees, small business owners, and high net worth clients.
As an accredited professional in various fields, Lance Becatti provides clients with the knowledge and tools needed to make informed financial decisions. With a focus on client assessment, risk management, and investment performance, Lance's services are tailored to meet the unique needs and goals of each individual, ensuring a personalized approach to wealth management.
Generated from the website