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: 2025-04-29
Updated: 2025-04-29

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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.

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

Frequently Asked Questions

What is Benjamin's email address?

SignalHire found a verified business email address for Benjamin: **@stratawealth.com.

What is Benjamin's phone number?

SignalHire found a verified phone number for Benjamin: +1-***-***-2946.

How do I contact Benjamin at Strata Wealth Advisors, LLC?

You can reach Benjamin through SignalHire by unlocking their verified email and direct phone number (free signup, no credit card needed). SignalHire is the fastest route if you need their contact details immediately.

What is Benjamin's professional background?

Benjamin has 10 years of professional experience. They have held roles including Client Service Associate, Financial Services Professional, and Technical Expert at companies such as Strata Wealth Advisors, LLC, Charles Schwab, and Apple. Their education includes Certified Financial Planner Certification from Southern Methodist University, and Master's degree from Naveen Jindal School of Management, UT Dallas.

Is Benjamin's contact information up to date?

Yes. Benjamin's SignalHire profile was last updated on 29 April 2025, reflecting their current position as Associate Financial Planner at Strata Wealth Advisors, LLC in Dallas, TX, United States.

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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