Brent Kanitra CFP®
Mr. Kanitra is a founding member of the Benchmark Wealth Management team. Prior to this Brent worked in the Financial Services field for 17 years at Washington Mutual (formerly Home Savings of America) and City National Bank. Brent has developed an acute sense of what the individual investor and small business owner require to manage their personal finances.
Mr. Kanitra’s primary areas of expertise include retirement income and estate planning. Brent positions himself to be the primary advocate for his clients’ investment needs. He uses the vast network of contacts he has built over the past 20 years to find strategies that are economical and custom tailored to each client.
Mr. Kanitra and his wife Katharine consider themselves blessed to live and work in the community they were born and raised in and know to be the best in the world, Southern California. Brent is an avid golfer and actively involved with the Fullerton Men’s Golf Club as well as the Southern California Golf Association.
Mr. Kanitra is a Certified Financial Planner, CFP® and holds his Series 7 and 63 through LPL Financial and Insurance licenses in the states of California, New York, Texas, and Arizona.