Our Team
Stephen B. Wechsler
CLU & Founder
Steve has over forty years of experience in the insurance industry. He received his Bachelors and Masters degrees in Mathematics from New York University and his Chartered Life Underwriter degree from The American College.
Steve has been a member of the Top of the Million Dollar Round Table for over twenty years, placing him among the top 1% of insurance producers in the world. Steve’s relationships with the country’s largest insurance companies allow him to obtain the best possible products for his clients.
His expertise is in helping clients keep more of what they earn, either for retirement, or to pass on to the next generation.
swechsler@wassociatesny.com
212-583-0800
Jared L. Becker
President
As President of Wechsler Associates, Inc., Jared provides financial solutions to the challenges faced by owners of small businesses, professionals, executives, and other affluent individuals.
Jared’s clients benefit directly from his 23 years in the insurance industry, as well as his firm’s 45 years of experience. He has considerable expertise in the areas of estate planning, business planning, pension plans, and life insurance. Jared specializes in helping clients keep more of what they earn, either for retirement, or to pass on to the next generation.
Jared has been a member of the Million Dollar Round Table for 17 years and is a member of the Top of the Million Dollar Table for 7 years.
Jared received his B.A. in Marketing from Syracuse University.
jbecker@wassociatesny.com
212-583-0800
https://www.linkedin.com/in/jaredlbecker