Phone (561) 953-1499Fax (561) 416-2993Mobile Phone (561) 702-4369E-mail firstname.lastname@example.org
Roger is the founder of Benchmark Financial. He has served as a financial professional since 1993 and has achieved the professional designations of CFP® (Certified Financial Planner™), AIF® (Accredited Investment Fiduciary), ChFC® (Chartered Financial Consultant) and CLU® (Chartered Life Underwriter). CFP®, CERTIFIED FINANCIAL PLANNER ™ are certification marks owned by the Certified Financial Planner Board of Standards Inc. (CFP Board). Individuals certified by the CFP Board have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP® certification process that includes education, examination, experience and ethical requirements. The AIF® designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. He holds the Series 63, and 65 registrations and Life, Health & Variable Annuity licenses.
Phone (561) 953-1490Fax (561) 416-2993Mobile Phone (954) 729-3013E-mail email@example.com
Philip focuses on families and business owners and provides clients with wealth guidance solutions through comprehensive financial planning to help protect, simplify and organize their total financial picture. Philip believes that an advisor’s true worth is helping align a client’s financial goals with their personal values so they can make smart money decisions and ultimately experience peace of mind.Philip has achieved the professional designations of CFP® (CERTIFIED FINANCIAL PLANNER™) and RICP® (Retirement Income Certified Professional). CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® are certification marks owned by the Certified Financial Planner Board of Standards Inc. (CFP Board). Individuals certified by the CFP Board have taken extra steps to demonstrate their professionalism by voluntarily submitting to the rigorous CFP® certification process that includes education, examination, experience and ethical requirements. The RICP® educational curricula is the most complete and comprehensive program available to professional financial advisors looking to help clients create sustainable retirement income. Philip also holds the Series 66 registration and Life, Health & Variable Annuity licenses.
Philip graduated summa cum laude from Palm Beach Atlantic University with a Bachelor’s of Science degree in Accounting. He is very active in his surrounding communities and holds the positions of:
Phone (561) 953-1431Fax (561) 416-2993Mobile Phone (917) 685-6202E-mail firstname.lastname@example.org
Dan is the Director of Investments for Benchmark Financial Wealth Advisors and has been in the securities and investment industry since 2000. Dan oversees the firm’s investment process, portfolio design and implementation.
Prior to joining Benchmark Financial, Dan served as Managing Director of the Global ETF Group at Cantor Fitzgerald. He was also Managing Director at SEG Capital, and an ETF Floor Specialist forGoldman Sachs.
In his role as Director of Investments, Dan develops wealth management and investment strategies tailored to the particular situation and financial objectives. He is able to simplify the complex world of investments by using practical planning solutions.
Dan holds the Series 66 registration and Life, Health & Variable Annuity licenses. Dan is a graduate of Tulane University where he holds a BSM in Finance from the A.B. Freeman School of Business.
Phone (561) 953-1445
Fax (561) 416-2993
Mobile Phone (954) 592-7980
Prior to joining Benchmark, Costa was the Vice President of Investments for BNY Mellon. He also served as an Investment Specialist for Dawson James and National Securities.
As a qualified plan advisor, Costa works with employers to design, implement and maintain their qualified plan. This includes plan comparison, due diligence, enrollment assistance and ongoing plan monitoring.
Costa currently holds his Series 65, 63 and his Health, Life and Annuities licenses. He is also pursuing his AIF certification. Costa graduated from FAU with a Bachelor's degree.
Phone (561) 953-1493Fax (561) 416-2993E-mail email@example.com
Andrea has been with the firm since 2003. Andrea has hands on operations experience in financial planning, insurance and investments as well as overseeing the firms’ administrative staff.
Currently Andrea serves as a liaison between clients and advisors to ensure all of the clients needs are being met. She is involved from the initial onboarding to ongoing client update and progress meetings and helps manage the implementation of client solutions. Andrea's sharp eye for detail and attentiveness to clients needs make her an invaluable member of the team.
Andrea spends most of her free time chasing her 2 young sons around! She enjoys family time and loves going on new adventures.
Phone (561) 953-1486Fax (561) 416-2993E-mail firstname.lastname@example.org
Alison has been a client services coordinator for Benchmark since 2015. Alison is responsible for processing all new life insurance business as well as servicing all existing life insurance clients. Alison has over 15 years of experience in the insurance industry and brings a great deal of knowledge to the table. Alison is also responsible for handling our paperless office process which helps the office run smoothly and efficiently for the benefit of our clients. Prior to joining Benchmark, Alison worked for a family law firm as the office manager.
Alison enjoys spending time with her family and loves going to the beach.
Phone (561) 953-1524 Fax (561) 416-2993 Mobile Phone (954) 592-7980 E-mail email@example.com
Anita has been a client services coordinator for Benchmark since 2014. Anita is responsible for new client processing, service and client scheduling. Prior to joining Benchmark, Anita worked for an independent financial services firm for three years.
Outside the office Anita keeps herself busy by mudding, jogging, writing and reading. Anita enjoys anything that involves spending time outdoors.