Craig Benjamin, CFP® has over 30 years of experience in comprehensive financial planning, specializing in the areas of investment, retirement, insurance and estate planning.
Craig has worked with the retirees of many local companies, including Hughes/Boeing, Exxon, Raytheon, Northrop/TRW, Pacific Bell, Chevron, L.A. County and Xerox.
Craig earned his Bachelor’s Degree from UCLA where he studied Economics with an emphasis in Business. Craig is a Certified Financial Planner Practitioner (CFP®) and is licensed with LPL Financial. He is also licensed in Life/Health/ Disability Insurance.
Craig provides comprehensive analysis and advice to his clients in the areas of investment, retirement, insurance and estate planning. These services range from investment and tax strategies to wealth management. Special emphasis is placed on investment selection, portfolio diversification and review.
Currently, Craig Benjamin lives in Hermosa Beach and has resided in California for the last 40 years.