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Robert Verdugo

Benefit Financial Services Group

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About Robert Verdugo

Robert Verdugo is an investment advisor representative with Benefit Financial Services Group. Robert is registered with the state of California. Robert has been in the industry since November 2013. Robert has passed the Uniform Investment Adviser Law Examination. Benefit Financial Services Group provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles. The firm's regulatory assets under management are $1,149,087,191.

Firm Information

Robert Verdugo is currently registered with Benefit Financial Services Group. Benefit Financial Services Group (BFSG) is an independent wealth management firm located in Irvine, California. The firm provides comprehensive financial planning, investment management, and insurance solutions to individuals, families, businesses, and non-profit organizations. BFSG has over $1.1 billion in assets under management and serves a variety of client types, including high-net-worth individuals, charitable organizations, and pension plans. The firm is a registered investment advisor with the Securities and Exchange Commission (SEC).
Benefit Financial Services Group

2040 MAIN STREET

IRVINE, CA 92614

$1.15B

Assets Under Management

77

Total Clients

23

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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credit and cash management solutions, insurance solutions

Credit and cash management solutions, insurance solutions

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

A percentage of assets under consultation

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Robert Verdugo’s Registration & Firm History

CA

07/08/2019 - Present

Benefit Financial Services Group (IRVINE CA)

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Licenses & Designations

IA

Issued 06/25/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Verdugo.
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