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Allworth Financial advisor Bob Benyamin is a CERTIFIED FINANCIAL PLANNER™ professional who holds a Bachelor of Science degree in Finance from California State University, Sacramento. A native of Rocklin, California, Bob lives in Lincoln with his wife, Cynthia, an ICU nurse at nearby Sutter Hospital. An outdoor enthusiast, world traveler, and avid cook, 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.
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Allworth Financial advisor Bob Benyamin is a CERTIFIED FINANCIAL PLANNER™ professional who holds a Bachelor of Science degree in Finance from California State University, Sacramento. A native of Rocklin, California, Bob lives in Lincoln with his wife, Cynthia, an ICU nurse at nearby Sutter Hospital. An outdoor enthusiast, world traveler, and avid cook, 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.
Bob Benyamin
Financial Advisor
Designations: CFP®
Allworth Financial advisor Bob Benyamin is a CERTIFIED FINANCIAL PLANNER™ professional who holds a Bachelor of Science degree in Finance from California State University, Sacramento. A native of Rocklin, California, Bob lives in Lincoln with his wife, Cynthia, an ICU nurse at nearby Sutter Hospital. An outdoor enthusiast, world traveler, and avid cook, 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.
Education and Certifications
Who I work with
What guides my approach
Allworth Financial advisor Bob Benyamin is a CERTIFIED FINANCIAL PLANNER™ professional who holds a Bachelor of Science degree in Finance from California State University, Sacramento. A native of Rocklin, California, Bob lives in Lincoln with his wife, Cynthia, an ICU nurse at nearby Sutter Hospital. An outdoor enthusiast, world traveler, and avid cook, 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.
More About Bob:
About Allworth
30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.
Then, as now, we believed we could do better — because you and your money deserve better.
With unparalleled access to a team of financial experts, your wealth has the advantage every modern investor needs. Smart, sophisticated, comprehensive financial planning and investment solutions with tax, estate, insurance, and more — all under one roof and directed by one point of contact.
Because when financial guidance comes with a commitment to put your needs first — and our success is dependent on your success — you get more than just advice.
You get a financial ally for life.
97% of Clients Stay With Us2
25,000+ Clients
Best Financial Advisory Firms
USA Today8
14th Ranked RIA
Barron's1
30 Years in Business
$22.5 billion AUM4
Best in Class Ethics
NBRI9
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