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Cfp® Michael Allbee

Principal, Senior Portfolio Manager & Chief Compliance Officer at Benefit Financial Services Group

  • LinkedIn

Email Email: m****@bfsg.com

phone noPhone Number: (***)-***-****

I wake up excited to get to work because I get to have a direct impact on helping people achieve their life and financial dreams. My financial planning is goal-centered and built around e...

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BENEFIT FINANCIAL SERVICES GROUP

BENEFIT FINANCIAL SERVICES GROUP

  • description Description
    Benefit Financial Services Group (BFSG) is an SEC registered investment adviser located in Irvine, CA and Phoenix, AZ. A copy of the BFSG's current written disclosures discussing our advisory...

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  • Employees count Employees 11-50
  • Revenue Revenue 1 Million to 5 Million
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Benefit Financial Services Group Org Chart and Mapping

Employees

Fernando Leonardo

Investment Performance Analyst

Rachel Fequiere

Principal, Senior Retirement Plan Consultant

Arash Navi

Controller & Wealth Manager

Irene Tong

Investment Research Analyst/Retirement Plan Consultant

Aksana Muñoz

Lead Client Services Manager / Retirement Plan Specialist, Qkc (Qualified 401k Consultant)

Rachel Fequiere

Retirement Plan Consultant

John Campbell

Retirement Plan Consultant

Brent Chou

Investment Research Analyst

Cfp® Michael Allbee

Principal, Senior Portfolio Manager & Chief Compliance Officer

Frequently Asked Questions Regarding Cfp® Michael Allbee

Answer: Cfp® Michael Allbee works for Benefit Financial Services Group as Principal, Senior Portfolio Manager & Chief Compliance Officer

Answer: Cfp® Michael Allbee’s role in Benefit Financial Services Group is Principal, Senior Portfolio Manager & Chief Compliance Officer

Answer: Cfp® Michael Allbee's email address is m***@gmail.com

Answer: Cfp® Michael Allbee's business email address is m****@bfsg.com

Answer: Cfp® Michael Allbee’s direct phone number is (***)-***-****

Answer: Cfp® Michael Allbee works in the industry of: Investment Management

Answer: Cfp® Michael Allbee is the current Principal, Senior Portfolio Manager & Chief Compliance Officer at Benefit Financial Services Group.... Read More

Answer: Cfp® Michael Allbee works Benefit Financial Services Group located at 2040 Main St Ste 150, Irvine, California, 92614, United States

Answer: Benefit Financial Services Group's Principal, Senior Portfolio Manager & Chief Compliance Officer is Cfp® Michael Allbee

Answer: Cfp® Michael Allbee contact details:

  • Phone number  :  (***)-***-****
  • Email  :  m****@bfsg.com

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