Edward Jones - Financial Advisor: Travis Benjamin, CFP®
Business details
- Category
- Financial Services · Financial consultant, Investment service
- Address
- 1001 Laurel St STE D, San Carlos, CA 94070
- Phone
- (650) 631-5744
- Website
- edwardjones.com
- County
- San Mateo County
About
Based in San Carlos, Edward Jones - Financial Advisor: Travis Benjamin, CFP® offers financial consulting and investment services for families and individuals across San Mateo County and the Peninsula. We help clients work toward their financial goals with personalized investment guidance, stock brokerage, and financial planning tailored to each stage of life.
Our approach centers on understanding your priorities, your timeline, and your comfort with risk before recommending any strategy. As a Certified Financial Planner™ professional, we take a long-term view and aim to explain every option clearly so you can make confident decisions about your money.
Whether you are just starting to invest or refining an established plan, we are glad to talk through where you are today and what you want to achieve.
Contact us through our website to schedule a conversation.
Our approach centers on understanding your priorities, your timeline, and your comfort with risk before recommending any strategy. As a Certified Financial Planner™ professional, we take a long-term view and aim to explain every option clearly so you can make confident decisions about your money.
Whether you are just starting to invest or refining an established plan, we are glad to talk through where you are today and what you want to achieve.
Contact us through our website to schedule a conversation.