 nheritance Builders is a financial advisory practice founded by Jeremy S. Becker in 2004. We enable our clients to achieve quality stewardship of His resources, as professionals who share a common worldview. We are committed to helping good people pass on a heritage of goodness. We do this in many ways, but the end result is stronger families with stronger balance sheets, who operate from a deeper level of faith as they see their purpose develop.
Our Mission –
Inheritance Builders is committed to helping our clients achieve quality stewardship of His resources, while encouraging the building of a multi-generational legacy of Spiritual dependence upon God.
Foundational Principles –
- God is the owner; we’re His stewards
- Be client-centered always
- Operate from Reliability, Integrity, Consistency, & Honesty
- Under-promise and over deliver
- Lead a balanced life
Licenses Include:
Series 7 (Broker’s license)
Series 66 (Financial Advisor license)
Life, Health, Disability & Long Term Care Insurance in CA
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