Business Description

Pash & Benson International is a financial services corporation formed to provide individuals with comprehensive financial planning. Our purpose is to work closely with you the client determing your goals, evaluating your current situation, recommending methods for achieving your goals and assisting in the implementation of the chosen alternatives. Drawing on a variety of disciplines from our extensive training and working with your attorney, accountant or other advisor, we develop a customized written plan. It is our job to bring to you all of the approriate alternatives, to discuss the pros and cons of each, and to make specific recommendations, but we make all of the final decisions together. Then, ongong reviews and updates are mandatory to insure the continued success of the plan.

General Information

Gender:

Male

CRD#:

3088783

Years of Experience in Financial Services:

Education

Academic Background

University of California, Riverside

Services

Investment Types:

Stocks Mutual Funds, Bond Mutual Funds, International Investments, Real Estate, Alternative Investments, Annuities

Qualifications & Memberships

Certifications, Accreditations & Designations:

Certified Financial Planner, Series 63, Insurance License (Life & Health; Long Term Care; Specify below), Series 7, Registered Investment Advisor (RIA) (State or SEC) or RIA representative, Series 65

Firm Information

Number of Advisors in Office:

Up to 10 employees

Assets Managed by Firm:

Yes

Compensation & Fees

Additional Details on Charges:

We charge an up front plan fee to generate a written plan which is based on the complexity of the plan. We have an annual retainer of $300. The remainder of compensation from commissions. We are licensed in all areas: real estate, insurance and securities.

Prepared By:

Gregory Meyer