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Our Team

In today's complex world, the expertise and clear vision of a financial professional can help you pursue your financial goals.

Our advisors have decades of knowledge and experience in the financial services and insurance industry, and maintain a vigorous continuing education program to keep current on financial products, tax laws, and other information that may affect you.

This information should not be considered as tax advice. Clients should consult their tax advisor regarding their own tax situation.

Jerry Kanter, CLU

(949) 325-0224
jkanter@advbenesys.com

Jerry graduated from Arizona State University in 1974 with a degree in economics and finance. He founded Advanced Benefit Systems in 1989, and has more than 40 years of experience assisting individuals and companies with risk management and estate planning issues.

Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.  CA Insurance #0659602

Scott Mason, CLU, ChFC

(949) 325-0224
smason@advbenesys.com

Scott graduated from the University of Southern California in 1979 with a degree in marketing and finance. He was affiliated with Tax & Financial Group for 13 years prior to joining Advanced Benefit Systems in 1992. Scott specializes in the financial planning and investment advisory needs of high net worth families.

Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.  CA Insurance #0569203

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  •   4695 MacArthur Court, Suite 360, Newport Beach, CA 92660
  •   (949) 325-0224
  •   info@advbenesys.com

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Advanced Benefit Systems is independently owned and operated, and offers its own suite of products and services entirely independent of Securian. Tax & Financial Groups is independently owned and operated. Advanced Benefit Systems is affiliated with Tax & Financial Group. Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts.  These product recommendations are not part of the financial plan and you are under no obligation to follow them. Financial Advisors do not provide tax or legal advice. Please consult a tax and legal professional for advice regarding your specific situation.

Certain individuals associated with Advanced Benefit Systems are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Advanced Benefit Systems are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205. 3058241 DOFU 06/2020

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