Benjamin Feldman
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Benjamin Feldman is a wealth management advisor with Park Avenue Capital Planning, specializing in developing comprehensive financial solutions for his clients. With almost 20 years of experience, he specializes in estate planning, retirement planning, life and disability insurance planning, and long term care planning. Benjamin's goal is to listen to his clients and potential clients to provide them with the best financial solutions. He works with his team to design a plan that aligns with their needs and objectives, ensuring their financial security. Benjamin's mission is to help clients achieve their goals and achieve their dreams through understanding their needs and providing solutions.
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About
As a wealth management advisor with Park Avenue Capital Planning, I specialize in developing comprehensive financial solutions for my clients. Typically, this holistic approach includes estate planning, retirement planning, life and disability insurance planning as well as long term care planning. I have been advising my clients since 2003. My goal is to listen to my clients and potential clients in order to provide them products and services that best fit their needs. I work with my team to design a plan to ensure my clients' goals and objectives are met for financial security during their working years and beyond. My goal is to enable my clients to realize their goals and dreams and address their concerns about retirement and under-capitalization. Understanding my clients’ situations by helping them identify their needs, educating them, offering possible solutions, respecting their assets, monitoring their progress and keeping in touch is my mission.
...See MoreWork Experience
Wealth Management Advisor
Financial Services
Benjamin Feldman's Professional Milestones
- Wealth Management Advisor (2003-12-01~2016-11-13): Developed comprehensive wealth management strategies to assist clients achieve their financial goals.
Skill
Retirement Planning
Investments
Life Insurance
Investment Strategies
Retirement
Financial Modeling
Wealth Management
Estate Planning
Financial Advisory
Financial Analysis
Financial Services
Asset Management
Securities
Finance
Due Diligence
Valuation
Certification
Colleagues
Luis Vélez Alvarez
business owner | financial planning advocate | designer | leadership tampa bay class of 2024
Nicholas Tedford
Owner
Heather Viniar
financial advisor owner of ignite your sunshine
Haley McElroy
Owner
Jalique White
Business Owner | Financial Representative
Other Named Benjamin Feldman
Frequently asked questions
We found 3 Benjamin Feldman's email addresses
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Benjamin Feldman works for Northwestern Mutual
Benjamin Feldman's role in Northwestern Mutual is Wealth Management Advisor
Benjamin Feldman works in the industry of Financial Services
Benjamin Feldman's colleagues are Luis Vélez Alvarez,Nicholas Tedford,Heather Viniar
Benjamin Feldman's latest job experience is Wealth Management Advisor at Northwestern Mutual