Benjamin

Benjamin: Email & Phone Number

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Associate Financial Planner at Strata Wealth Advisors, LLC|Sunnyvale, Texas, United States

Position:

Associate Financial Planner at Strata Wealth Advisors, LLC

Location:

Sunnyvale, Texas, United States

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Last updated: 2026-06-07
Updated: 2026-06-07

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Work Experience 10 years

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 9 months.

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

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

Benjamin Namesakes

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Benjamin
The Pocket Aces
Bassist
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Benjamin
Epic Consultant/ATE Support
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Benjamin Nelson
Sales Development Representative
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