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Will video conference with clients

Proudly serving English & Spanish speaking clients

Enjoys educating clients

Passionate about family

Alumni of California State University, Northridge

Get to Know Benjamin

Benjamin has always been committed to treating his clients like family. While building a foundation of trust and respect, he loves learning about his clients’ unique life stories. Benjamin enjoys creating a professional strategy to help his clients pursue their objectives. Utilizing a detailed approach, Benjamin seeks to ensure that the personalized plan he has assembled to address the distinctive needs of every client is implemented adequately. He believes that a plan should be straightforward and stress-free, so that it can be more productive.

 

Having dedicated over seven years to the elementary school education field, Benjamin learned firsthand how easy a complicated task can become for any student that has been empowered with knowledge. Benjamin has applied this very principle at Trilogy. Having the heart of a teacher, he emphasizes the importance of understanding before implementing. Benjamin enjoys working with clients that are in different stages of their lives. Regardless of their stage in life, he approaches each situation with the same intensity and passion. Being fluent in Spanish, Benjamin also frequently works with the Spanish speaking community; he has become a valuable asset to Spanish speaking business owners.

 

Benjamin is an Investment Advisor Representative with Trilogy Capital, Inc. in which he holds his Series 65 Registration. He is a Registered Representative with, and holds his Series 63, and 7 through LPL Financial, as well as his Life, Accident and Health Insurance License.

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Experience the Trilogy Difference

We believe that real Life Planning is progress, not perfection.

Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.

Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.

Call Us To Get Started. (844) 356-4934