Tony Benitez, AIF®, CRC®, C(k)P®

Tony Benitez, AIF®, CRC®, C(k)P®

Managing Partner

I have been an adviser for over 25 years. I create wealth by implantation of a strategy that has been in existence for over 140 years known as Point and Figure Methodology. We measure your risk and adhere to the Modern portfolio theory of fundamentals of investing, then apply the Point and Figure in each personal plan. We show you how much we care before showing you how much we know.