About My Practice
At Pash and Benson, we are dedicated to providing comprehensive financial planning services to our clients. We have been operating our practice for over 30 years. We are dedicated to assisting people in arranging their personal and corporate financial affairs and helping individuals achieve their financial goals and objectives.
Our goal is to simplify your financial life and protect your wealth for future generations. We believe that the best way to do that is by surrounding you with a team of professionals working together in a coordinated effort to help you achieve your goals. In integrating all of your financial needs into a single, overarching plan, you leverage our expertise to provide:
- A Comprehensive Financial Plan
- Tax management
- Cash Management and Budgeting
- College Financial Planning
- Retirement planning that maintains your quality of life
- Investment management based on your individual goals
- Insurance solutions to protect against risk
- Estate plans to preserve your legacy
I joined Pash & Benson after working for New England Financial ( a Met Life affiliate) for 7 years as an Insurance and Financial Representative. I have a strong background in identifying client needs in the areas of risk management, investments and retirement planning. I have been licensed to offer insurance products since 1998 and securities products since 1999. My aim is to develop a lasting and meaningful relationship with my clients and I am passionate about helping individuals to accomplish their financial goals and objectives.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63
Life insurance: CA, GA, WI, FL, MD, Health/disability insurance: CA, GA, WI, FL, MD, Fixed annuities: CA, GA, WI, FL, MD, Variable annuities: CA, GA
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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