Benefit Financial Services Group

Benefit Financial Services Group (CRD# 143617) is a financial advisory firm headquartered in Irvine, CA. They manage $350,522,337 in 633 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    351
    MILLION
  • Total Number of Accounts
    633
    ACCOUNTS
  • Average Account Value
    $553,748
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, IL, LA, NM, TX

Financial Advisors at Benefit Financial Services Group
Showing 1 - 10 of 19 top financial advisors.
1
Chad A. Noorani
CRD#: 6254738
2040 Main Street, Suite #150, Irvine, CA 92614
97
Wealthminder
score

Chad Noorani (CRD# 6254738) is an Investment Advisor Representative working at Benefit Funding Services Group in Irvine, CA and has over 4 years of experience in the finance & investment industry.

Chad is also on the board of directors for the CFA Society Orange County, and is the Co-chair of the Education Committee.

2
Mark L. Blom
CRD#: 1706044
2040 Main Street, Suite #150, Irvine, CA 92614
96
Wealthminder
score

Mark Blom (CRD# 1706044) is an Investment Advisor Representative working at Benefit Financial Services Group in Irvine, CA and has over 16 years of experience in the finance industry. Mark Blom has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Elliot C. Kauffman
CRD#: 2511535
1643 E. Bethany Home Rd., Phoenix, AZ 85016
96
Wealthminder
score

Elliot Kauffman (CRD# 2511535) is an Investment Advisor Representative working at Benefit Financial Services Group in Phoenix, AZ and has over 23 years of experience in the finance industry.

4
Grace Lau
CRD#: 2766928
1643 E. Bethany Home Rd., Phoenix, AZ 85016
96
Wealthminder
score

Grace Lau (CRD# 2766928) is an Investment Advisor Representative working at Benefit Financial Services Group in Phoenix, AZ and has over 21 years of experience in the finance industry.

5
Michael A. Allbee
CRD#: 5411348
8141 East Kaiser Blvd., Suite 300, Anaheim Hills, CA 92808
93
Wealthminder
score

Michael Allbee (CRD# 5411348) is an Investment Advisor Representative working at Benefit Financial Services Group in Anaheim Hills, CA and has over 10 years of experience in the finance industry.

6
John C. Campbell
CRD#: 2137874
2040 Main Street, Suite #150, Irvine, CA 92614
93
Wealthminder
score

John Campbell (CRD# 2137874) is an Investment Advisor Representative working at Benefit Financial Services Group in Irvine, CA and has over 26 years of experience in the finance industry.

7
Rachel M. Fequiere
CRD#: 2219182
2040 Main Street, Suite #150, Irvine, CA 92614
93
Wealthminder
score

Rachel Fequiere (CRD# 2219182) is an Investment Advisor Representative working at Benefit Financial Services Group in Irvine, CA and has over 26 years of experience in the finance industry.

8
Evan P. Pickering
CRD#: 5976737
2040 Main Street, Suite #150, Irvine, CA 92614
93
Wealthminder
score

Evan Pickering (CRD# 5976737) is an Investment Advisor Representative working at Benefit Financial Services Group in Irvine, CA and has over 6 years of experience in the finance industry.

9
Christopher S. Rowey
CRD#: 1601388
2040 Main Street, Suite #150, Irvine, CA 92614
93
Wealthminder
score

Christopher Rowey (CRD# 1601388) is an Investment Advisor Representative working at Benefit Financial Services Group in Irvine, CA and has over 23 years of experience in the finance industry.

10
Darren R. Stewart
CRD#: 5178972
2040 Main Street, Suite #150, Irvine, CA 92614
93
Wealthminder
score

Darren Stewart (CRD# 5178972) is an Investment Advisor Representative working at Benefit Financial Services Group in Irvine, CA and has over 10 years of experience in the finance industry.

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