Jon Benecke, Financial Advisor

FINANCIAL ADVISOR
Jon Benecke

CFP®, CEPA®, AAMS®, CRPS™
576 N Sunrise Ave Suite 115, Roseville, CA 95661opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Business Retirement Plans
  • Retirement Income Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • College Savings

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

  • CRPS™

    Chartered Retirement Plans Specialist™

Personal Interests

  • Football
  • Reading
  • Swimming
  • Active Lifestyle
  • Movies & Entertainment

Team Members

  • Walkiria Bentley
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Phone

(916) 865-4616

Fax

(866) 923-6005

Office Address

576 N Sunrise Ave Suite 115
Roseville, CA 95661opens in a new window

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