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Benjamin's email & phone

Position:Associate Financial Planner at Strata Wealth Advisors, LLC
Experience:10 years
Location:Sunnyvale, Texas, United States

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Work Experience

Associate Financial Planner at Strata Wealth Advisors, LLC

Jan 2025 - Current

Client Service Associate at Strata Wealth Advisors, LLC

May 2022 - Dec 2024

Financial Services Professional at Charles Schwab

Jul 2020 - Dec 2021

Technical Expert at Apple

Mar 2018 - Feb 2020

Technology Specialist at Apple

Nov 2016 - Mar 2018

Benjamin started working in 2016, then the employee has changed 2 companies and 4 jobs. On average, Benjamin works for one company for 1 year 8 months.

Education

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

Current Company Information Strata Wealth Advisors, LLC

Name: Strata Wealth Advisors, LLC

Speciality: Estate Planning, Asset Protection, Business Owner & Exit Planning, Tax Reduction Strategies, Investment Management, Retirement Planning, Insurance Solutions

Location: Dallas, TX, United States

Employees: 10-50

Description: Strata Wealth Advisors is an independent wealth management firm that specializes in navigating the many layers of estate and financial complexity faced by affluent individuals and ...

Frequently Asked Questions

What is Benjamin's minimum period of employment in the companies?

Benjamin's minimum period of employment in various companies is 1 year 4 months.

What is Benjamin's average duration of employment for different companies?

On average, Benjamin works for one company for 1 year 10 months

What industries has Benjamin worked in?

Benjamin works in the Financial Services. Previously, Benjamin worked in the Consumer Electronics.

What positions has Benjamin held before?

Previously, Benjamin worked as a Client Service Associate, and Financial Services Professional, and Technical Expert, and Technology Specialist.

How do I contact Benjamin?

Benjamin's email address is **@stratawealth.com, phone number is +1-***-***-2946. Sign up to get contact details.

Who are Benjamin's peers at other companies?

Benjamin's peers at other companies are Angela Bomber and Lily Grace Evans and Snehal Devkar

Benjamin Namesakes

Name
Company
Position
B
The Pocket Aces
Bassist
B
Epic Consultant/ATE Support
B
Sales Development Representative

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