Cal State University Northridge, Alumni
Loves numbers & statistics
Passionate about family time
Proudly serve English & Spanish speaking communities in Greater L.A.
Will video conference with clients to make it easier
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 Hispanic 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. Benjamin enjoys working with clients that are getting out of college with student loan debt, are attacking their credit card debt, saving for their first home, are starting to think about retirement, approaching retirement or already in retirement. 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.
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.
In addition to awareness, you need action. You need focused, decisive and immediate action to see change and to get yourself back on the road to financial independence.
FIRE (Financial Independence, Retire Early) is trending as a new financial lifestyle. FIRE promotes extreme savings in your 20s, 30s and 40s, with the goal of being able to live off passive income from the accumulated nest egg much earlier than typical retirement age.
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.