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Tailored Financial Strategies for Every Stage of Life

Your financial journey is unique, and so are your goals. Our comprehensive financial planning services adapt and grow with you as your life evolves. Whether starting your career, planning for retirement, or navigating the complexities of wealth preservation, our team utilizes over 40 years of experience to help guide you every step of the way.

Comprehensive Financial Planning

Comprehensive Financial Planning

Enjoy the fruits of your labor. We can help you build a plan that helps you work toward your short- and long-term goals.

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Wealth Management

Wealth Management

 Our client-driven model provides customized weath management where we strive to increase your total wealth over time by acquiring, maintaining, and trading investments.

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Risk Management

Risk Management

A well-structured risk strategy can help protect your loved ones from the financial consequences of life's unexpected events.

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Estate Planning

Estate Planning

Protect your legacy and the years you've spent creating it. 

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Targeted Strategies Seeking To Build & Protect Your Wealth

Building and managing wealth requires a strategic approach. Our wealth management professionals help you create a diversified investment portfolio that aims to maximize returns while seeking to minimizing risk. Your financial goals extend beyond accumulating assets; it's about achieving the life you've always imagined. With our wealth management experience, you can be confident that your investments are in capable hands.

Knowledge Leads To Financial Freedom

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

Weekly Market Commentary 

Weekly Market Commentary 

Thoughtful insight on market news

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LPL Research

LPL Research

Helpful documents provided by the LPL Research Team

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Resource Library

Resource Library

Curated articles, videos, and more for a financially savvier you.

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Blog

Blog

Stay up to date on the latest firm news

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Meet Our Team


Ryan Calderon

Director of Investment Operations

949-325-0224

rcalderon@advbenesys.com

Adriana Rodriguez

Executive Assistant

949-325-0224

arodriguez@advbenesys.com


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