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About
Benjamin is a CFA® with over 20 years of experience helping clients optimize their financial lives with a true “CFO mindset.” He advises individuals and families across investments, real estate, household liabilities, and tax-aware structuring – bringing together every part of the balance sheet to create integrated, long-term strategies. Known for his entrepreneurial drive and deep technical expertise, Benjamin serves as a trusted advisor who delivers clear, actionable guidance tailored to each client’s goals.
By blending investment management with liability planning, real estate, and entity structuring, Benjamin helps clients not just preserve wealth, but position it to support a meaningful, fulfilling life. His approach reflects both discipline and creativity, grounded in his passion for education and his commitment to empowering clients through knowledge and strategy.
Outside of work, Benjamin channels that same passion into music. A lifelong musician since the fourth grade, he plays guitar, piano, drums, and sings with his band. He also enjoys live music, hiking, running, and exploring wine. He strives to live with gratitude, authenticity, and courage, cherishing time with his family and seeking to make a lasting impact both personally and professionally.