Barbara Becker Maietta

Employer firm

Twelve Points Wealth Management CRD 171107

$2.24B regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2022 → Present
  Twelve Points Wealth Management
  Concord, MA
• 06/2021 → Present
  Twelve Points Wealth Management
  Concord, MA
• 06/2016 → 05/2021
  Student, Parent, Care Giver
  Wayland, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-02-26

Designations

• Certified Financial Planner

Other Names

• Barbara J Becker