About
Cultivating financial resilience for companies and families alike, through innovative planning, personalized advice, and unwavering commitment to our clients' evolving needs.
Learn About Me
Benito Canales, MBA, CRPC
Financial AdvisorI 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 profitsharing plans.
Why Invest With Us
Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.