About John Becker

With more than 18 years of experience in the financial services industry, John Becker is a co-owner of Exact Wealth as well as serving as one of its managing partners. He is licensed in life, accident, health and Medicare insurance in 31 states.

“We started this firm in conjunction with our other firm, Exact Medicare. I have found that most clients want a straight and honest answer when it comes to how much income they will need, how much they can get from their assets and other pensions, as well as what other aspects of retirement they should be aware of. We decided to focus not only on guaranteed income solutions, but couple it with tax and estate planning strategies as well as Medicare. Retirement planning is complex and has a lot of moving parts—we want to pull all the pieces together to help clients,” he says.

John chose this field because of the skills he had amassed from his past experiences in other professions. “This role seemed to fall in line with helping individuals protect their families in the times of crisis. Now I provide solid foundational plans for retirement—a critical time for most people.” Before co-founding Exact Wealth and Exact Medicare, John spent three years at a residential treatment facility for troubled youth called Savio House, patiently listening and creatively implementing plans to help get them back to their families.

His other roles also helped lead John towards becoming a financial professional. He says, “I have 20 years of restaurant experience, from busing tables, bartending, and being a waiter, corporate trainer, and kitchen manager. This taught me my strong work ethic, how to make sure clients are completely satisfied, how to manage a staff, and how to control costs.” He also worked for Collect America, where he directly helped clients with their personal financial situations. “I was the liaison between our corporate office and 10 law firms. My job was to understand the different legal processes in each state, city and county, working with paralegals and collectors to ultimately assist consumers with plans to get out of debt,” John says.

John’s favorite aspect about his work now is helping retirees. As he puts it, “I love the peace of mind that is created when I help a client with their plan to retire and stay retired. My mission is to help educate individuals on all aspects of retirement, including guaranteed income options, Social Security, pensions, Medicare, life insurance, tax strategies, and estate planning. I want to help ensure clients have knowledge about these areas so they can make informed decisions for themselves and their families.”

John Becker grew up in San Jose, California, and moved to Fargo, North Dakota, during high school. He attended Moorhead State University in Minnesota, where he earned his Bachelor of Arts degree in criminal justice with minors in Spanish and sociology. He also has a paralegal degree.

John currently lives in Centennial, Colorado, with his wife, Linda Becker, and their two children, Brady and Kate. He feels it is very important to give back. “Linda and I both want to do our part to help our community with fundraising and volunteering to help give back to the Greater Denver metro area,” he says. John volunteers at the Leukemia & Lymphoma Society of Denver, where his wife, Linda, was working when the two first began dating. “I loved the energy, the mission of helping people who were battling cancer, and being around the survivors.” He also volunteers at Family Tree, whose mission is to help eradicate homelessness, domestic violence and abuse. (Linda sits on the board of this nonprofit.)

In his free time, John enjoys running, cooking, and playing pickleball and tennis. During beautiful snowy winters in Colorado, you might find him out on the slopes snowboarding.