Benjamin Koehlinger
CFP®, ChFC®, FIC, CKA®, BFA™
Helping You Navigate Your Financial Journey
State(s) Licensed: AZ, CA Insurance Lic. #0E82680, CO, FL, GA, ID, IL, KS, MD, MI, MN, MO, NC, NE, NM, NV, OR, SC, SD, TN, TX, UT, VA, WA
4010 Watson Plaza Dr Suite 270
Lakewood, CA 90712
Helping You Navigate Your Financial Journey
State(s) Licensed: AZ, CA Insurance Lic. #0E82680, CO, FL, GA, ID, IL, KS, MD, MI, MN, MO, NC, NE, NM, NV, OR, SC, SD, TN, TX, UT, VA, WA
Connecting Faith and Finances in Lakewood, CA and the greater Long Beach area
I have experience and expertise in this industry to guide you through every step of your financial journey. As a financial advisor I can assist you with financial planning, wealth management, retirement planning, and so much more. I will focus on providing you with sound financial guidance through a variety of strategies that fit your needs to help you achieve your financial goals. It may not always be a smooth ride, but I will help you prepare for the certainty of uncertainty along the way!
In addition to helping individuals and families be wise with money, my goal is to help inspire generosity in your community. Through programs like Thrivent Action teams, Thrivent Builds, and Thrivent Choice Dollars, and other charitable giving strategies, our members can work with me to support causes they care about!
Call my office in Lakewood to set up an appointment.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Lakewood Office
- Phone:
- 562-981-1358
- Fax:
- 877-909-5481
- Mobile:
- 562-452-3216