Network·Venture Capital
📍 BOCA RATON, FL
SEC CRD #801-110764
Benchmark Financial About Services Client Center Articles Commentary Helpful Resources Tax Strategy Inquiry Contact Your Financial Life. Integrated. Organized. Simplified. Learn more Client Center Simplify Your Financial Life and Obtain True Wealth Guidance Where YOUR Financial Objectives Are Aligned With YOUR Values. Cookie Consent by FreePrivacyPolicy.com Who We Are — Benchmark Financial About Services Client Center Articles Commentary Helpful Resources Tax Strategy Inquiry Contact Think of us as Your Personal CFO. (Chief Financial Officer) ... Without your corporate Credit Card Who We Are We Are An independent, privately held firm that takes our fiduciary responsibilities seriously. We believe in you, and are hired to work for you and only you. Of the opinion there is more to your financial life than just managing your money. Hired to manage the multiple moving parts of your financial life. Together we set goals, review cash flow, protect you and your family with insurance, manage your investments so you can enjoy the extra time with family, friends, charitable pursuits or maybe just relaxing. Continuously striving to make your life easier by taking the worry, stress and pressure away by helping you make smart decisions with your money so you can spend more time living your life. We Are Not A website which tries to learn who you are and what you want in 5 simple questions. A 1-800# who doesn't know you or your goals and provides inconsistent or no financial advice. Advisor
ROGER KALINA
MANAGING MEMBER/CCO
📞 (561) 416-2992
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AUM
$766M
Check Size
$4.5B–$4.5B
Location
BOCA RATON, FL
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