About My Practice
Ray Benton specializes in assisting high net worth clients in the accumulation, enhancement, management, preservation and tax-efficient distribution of the family's financial resources. For eleven years, he served as the host and originator of RealMoney, a financial talk radio show broadcast each week on ESPN Radio AM 1600 and The Zone AM 760 in Denver. Ray is past president and chairman of the board of the FPA® of Colorado and served as one of the original contributors to the Working Money column in the Rocky Mountain News as well as Money Line 9, a financial call-in feature sponsored by Channel 9 news.
Enrolled to practice before the Internal Revenue Service in 1984, Ray is active on the national as well as the local level in professional organizations. Ray served in 1999 as Chair of the ICFP Practice Standards Task Force and in 2000 as a member of the FPA Practice Standards Work Group. He has also served as a volunteer for the Board of Professional Review of the CFP® Board. Ray has been interviewed on NBC nightly news and has contributed to articles for The Colorado Lawyer, The Christian Science Monitor, Stocks, Bonds and Futures magazine, The Denver Business Journal, and The Journal of Financial Planning and is widely quoted in the financial press including Forbes.com, TheStreet.com, and Investor's Business Daily.
Financial advisory services include portfolio design and management as well as comprehensive and modular planning. Business services include succession planning, retirement plan design, and corporate feasibility studies. He was a recipient of the Pioneer Service Excellence Award in 1992, was named a NABCAP Premier Advisor listed in Denver Magazine in 2010, and was recognized as one of Denver's Top Wealth Managers in 2009 and 2010 by ColoradoBiz and 5280 magazines.
Experience
Ray has been providing comprehensive financial planning services in the Denver metropolitan area for more than 25 years.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63
Insurance Licenses
Life insurance: CO, CA, AZ, NM, Health/disability insurance: CO, Fixed annuities: CO, CA, AZ, NM, Variable annuities: CO, CA, AZ, NM
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - CRPC, EA
Broker-Dealer Affiliation
Lincoln Financial Network
Broker-Dealer Disclaimer
Securities and advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Lincoln Financial Group is the marketing name for Lincoln National Corp. and its affiliates.
Considerations: Fees vary depending upon the platform utilized as well as the total amount of assets placed with the advisor and the level of portfolio management applied.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
