Will video conference with clients
Proudly serving English & Spanish speaking clients
Enjoys educating clients
Passionate about family
Alumni of California State University, Northridge
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 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.
Preparation for retirement is extremely important, and it extends well beyond finances. That’s why you need to work on your retirement compatibility with your partner way before you stop working.
When selecting a Financial Advisor, it’s important to know they will be looking out for you and the money you worked hard for all your life. Not all financial advisors are the same. When considering a financial advisor to partner with, it’s important to know if they are fiduciaries, meaning they will be ethically obligated to work in your best interests to help you reach your goals.
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.