portrait of Travis Benjamin

About Travis

I have over 16 years of experience in the financial services industry, previously working as an analyst on Wall Street and in the insurance industry, before becoming a financial advisor with Edward Jones.

I'm passionate about helping individuals and families build personalized financial strategies. As a financial advisor, I focus on retirement planning, tax-advantaged investments, education savings and estate considerations.

I'm currently a mentor at the East Bay College Fund, helping students that are first in their family to attend college achieve success.

Fun Fact: The Caribbean island that both sides of my family are from is just 12 square miles.

Focus Areas

  • Employee Stock Options
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Information Technology Professionals
  • Wealth Strategies
  • Insurance & Annuities

Work History

  • Edward JonesFebruary 2016 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Stony Brook UniversityBachelor of Arts

Personal Interests

  • Walking
  • Reading
  • Traveling
  • Vintage Cars
  • Cycling

Team Members

  • Yvette Arguello
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

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https://www.edwardjones.com/us-en/privacy 

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