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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. Being fluent in Spanish, Benjamin also frequently works with the Spanish speaking community.

     

    Having dedicated over 7 years to the elementary school education field, he 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 implementation; he loves teaching clients. 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.

     

    Benjamin is solely an Investment Advisor Representative of Trilogy Capital, and not affiliated with LPL Financial. He holds his Series 65 registration with Trilogy Capital, Inc; he also holds his Life, Accident and Health Insurance License with the state of California.

     

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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