Benjamin P. Email
Associate Financial Planner @ Strata Wealth Advisors, LLC
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Benjamin P. Location
- Sunnyvale, TX, US
Benjamin P. Work
- 2025 -now Associate Financial Planner @
- 2022 -2024 Client Service Associate @
- 2020 -2021 Financial Services Professional @
- 2018 -2020 Technical Expert @
- 2016 -2018 Technology Specialist @
Benjamin P. Education
- Southern Methodist University
Certified Financial Planner Certification (Finance)
2021-2022 - Naveen Jindal School of Management, UT Dallas
Master's degree (Finance, General)
2019-2020 - Naveen Jindal School of Management, UT Dallas
Bachelor's degree (Finance, General)
2016-2019
Benjamin P. Summary
- Benjamin P., based in Sunnyvale, TX, US, is currently a Associate Financial Planner at Strata Wealth Advisors, LLC. Benjamin P. brings experience from previous roles at Strata Wealth Advisors, LLC, Charles Schwab and Apple. Benjamin P. holds a 2021 - 2022 Certified Financial Planner Certification in Finance @ Southern Methodist University. Benjamin P. has 1 emails on RocketReach.
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