LPL Financial Advisor
A financial advisor since 1997, Bisi brings to Benchmark Wealth Management a broad knowledge of the markets and various financial products gained through his experience working for top financial institutions including Morgan Stanley and Citibank. His investment philosophy is simple yet profound; “It’s preservation of principle before profits” understanding many people’s fears about investing and losing capital, Bisi takes a moderate, diligent approach to investing, making sure his clients are fully informed of their options and comfortable with his guidance-leaving little room for rash decisions.
There is no doubt about Bisi’s level of commitment to the success of his clients-his sincerity and obvious passion for his work are what he considers to be the key to making a positive difference in clients’ financial lives.
Before Bisi Joined Benchmark Wealth Management as a financial advisor, he was an auditor and a supervisory accountant. He earned his bachelor’s degree in accounting from California State University, Dominguez Hills, and holds a California Life and Health Insurance license. He also holds the following securities registrations and professional designations through LPL Financial: Series 63, 65, 7