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
2300 E Katella Ave, Suite 400
Anaheim, Ca 92806
Toll Free: 866-397-4916
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC. Member of Securities Investor Protection Corporation (SIPC). For an explanatory brochure, please visit www.sipc.org. The LPL registered representatives of Benchmark may only discuss securities or transact business with persons who are residents of Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Louisiana, Maryland, Maine, Minnesota, Montana, Nevada, New York, North Carolina, North Dakota, New Mexico, Ohio, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia and Washington.
CRPC conferred by The College for Financial Planning.
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