WEALTH MANAGEMENT FOR TODAY
Unlock Your Financial Future With Confidence

Why I Became a Certified Financial Planner™ Professional​

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And Why I Founded BENCHMARK FINANCIAL

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After earning my degree in Finance from the University of Florida, I faced a pivotal career decision: join a brokerage firm or a bank. My interview with a brokerage firm revealed a heavy emphasis on sales experience, which didn’t align with my desire to genuinely help clients. Instead, I chose the banking field, where my journey began in commercial banking.

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A chance meeting with the head of the trust department changed everything. It sparked my interest in private banking, which evolved into a deep passion for wealth management. Over time, I rose to lead one of the largest wealth management teams in Florida, managing over $1 billion in client assets. It was during this period that I earned my Certified Financial Planner™ designation, deepening my commitment to helping clients achieve financial success.

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The Vision Behind

BENCHMARK FINANCIAL

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Throughout my career, I realized something fundamental: people prefer to work with people, not institutions. Large organizations often feel impersonal. Meetings happen in formal conference rooms, strictly during business hours, with team members whose primary focus is hitting sales targets by promoting the institution’s products.

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I envisioned something entirely different. I wanted to create a firm where clients are treated like friends—where relationships go beyond transactions. That’s why I founded BENCHMARK FINANCIAL. My goal was to provide a concierge-level experience where you and your family are not just one of many but one of the few.

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With BENCHMARK FINANCIAL, you get the benefit of my 25+ years of wealth management expertise combined with a personalized, boutique approach. We take the time to truly understand your needs and deliver tailored solutions to help you achieve your goals.

 

Let’s Build Your Future Together

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Experience the difference of working with a firm that’s dedicated solely to you. With BENCHMARK FINANCIAL, you’ll gain a trusted partner who values your success as much as you do.

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Contact us today to take the first step toward unlocking your financial future.

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