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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

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 ensures 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 an Investment Advisor Representative and 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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Meet Benjamin’s Team
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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