Benito Canales, MBA, CRPC

With 20 years of experience in financial services, I am dedicated to helping individuals meet their financial needs by helping to develop investment plans around their long-term goals and risk tolerance. My extensive experience - throughout major shifts in the markets – helps enable me to help my clients structure balanced portfolios to address their specific investment goals.

I worked for 3 years with Merrill Lynch, before joining Wells Fargo Advisors. My experience also includes positions with J.P. Morgan and Truist Bank. I hold a master's degree in business administration from the University of Georgia. I have also earned the Chartered Retirement Planning Counselor SM, or CRPC TM, certification by meeting rigorous professional standards and passing a comprehensive examination from the College for Financial Planning.

Active in the local community, I volunteer in many civic and community organizations, including Doc's Healing Hives and Honey Foundation, Latin American Association, and Disabled American Veterans. My wife and I live in Roswell with our dogs J.P. and Luna.

Planning for retirement
Whether you're seeking tax-deferred growth for your personal investment portfolio or an attractive employee - benefit plan for your business, I can help you navigate an array of complex choices. I help with retirement plans, including IRAs and IRA rollovers, Roth IRAs and conversions, Simplified Employee Pension (SEP) plans and Keogh plans, SIMPLE plans for small businesses, and 401(k), pension, and profit-sharing plans.