Position:
Associate Financial Planner at Strata Wealth Advisors, LLC
Location:
Sunnyvale, Texas, United States
Found email addresses for Benjamin:
Found phone for Benjamin:
Jan 2025 - Current
May 2022 - Dec 2024
Jul 2020 - Dec 2021
Mar 2018 - Feb 2020
Nov 2016 - Mar 2018
Their professional focus is Apple Products, Customer Service, and Financial Analysis across 3 core areas.
Benjamin holds Certified Financial Planner (CFP), CERTIFIED FINANCIAL PLANNERâ„¢ Certificate, and Series 63 certifications and has been awarded Academic Excellence Scholar
Certified Financial Planner Certification at Southern Methodist University
Master's degree at Naveen Jindal School of Management, UT Dallas
Bachelor's degree at Naveen Jindal School of Management, UT Dallas
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