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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Rose Benedetto is an Investment Advisor Representative with Abacus Wealth Partners. Emily is registered with the state of California and Texas. Emily is a Certified Financial Planner™ professional. Emily is a highly skilled and experienced advisor who is dedicated to helping her clients achieve their financial goals. With a passion for financial planning and a commitment to providing personalized service, Emily is committed to building strong relationships with her clients based on trust and understanding. Emily is committed to providing her clients with the highest level of service and guidance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
02/08/2024 - Present
Abacus Wealth Partners (SANTA MONICA CA)
IA
Issued 12/04/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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