Bob Benyamin
Financial Advisor
CFP®, MBA
Bob Benyamin is a CERTIFIED FINANCIAL PLANNER® professional who holds an MBA from Sacramento State and a Finance degree from California State University, Sacramento. A native of Rocklin, California, Bob became determined to become an advisor when he witnessed first-hand the positive impact that careful financial planning had on a beloved family member. He currently lives in Lincoln with his wife, Cynthia (a Nurse Practitioner), their young son, and their corgi, Gus. In his free time, Bob enjoys cooking, spending time outdoors, and staying active.
Building strong, lasting relationships is at the core of my philosophy, and I strive to be a trusted partner with each of my clients along their financial journey. To accomplish this, I believe in looking at the bigger picture. This means not just focusing on investments, but considering how all aspects of a client’s financial well-being work together—from retirement and taxes to estate planning and risk management. Guided by a thorough discovery phase, I take the time to truly listen and understand someone’s unique financial situation, goals, and values. This kind of open, transparent conversation provides me the foundation to develop a personalized plan that reflects both their immediate needs and long-term objectives, while always allowing for adaptability as life circumstances evolve.
Clients are never just a number to me—I take the time to understand their personal story and guide them every step of the way. I’ve witnessed firsthand how financial mistakes have set back my family members, and it’s driven me to help others avoid those same pitfalls. To me, there’s truly nothing more rewarding than watching clients achieve their financial goals, whether it’s buying a first home, sending a child to college, or preparing for a comfortable retirement. It’s incredibly fulfilling to be part of their journey and help them build a secure future.
It’s not just about the numbers. It’s about empowering people to live life on their terms and giving them the confidence to make decisions that support their dreams.
Latest Insights
The Mirage of Complexity: Is Your Portfolio Diversified… or Just Overengineered?
Your investments might look and feel like they’re diversified. But what happens when you look under the hood?
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How to De-Risk a Concentrated Stock Position: 3 Steps for HNW Investors
Does a single stock dominate your portfolio? That comes with big risks. Here’s how to start diversifying with purpose and precision.
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Revocable vs. Irrevocable Trusts: Which Is Right for Your Estate Plan?
Do you want control… or protection? Here’s how high-net-worth investors should think about the trade-offs that come with the two main kinds of trusts.
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