Ben Sedillo, AAMS®, AIF®
Raised by his mom, Ben learned at an early age the importance of building a solid financial foundation. Growing up in the Central Valley of California, much of Ben’s childhood was spent working to contribute to the household finances. In fact, a core memory for Ben is of him punching a clock for his grandparents when he was in elementary school to earn money to buy school clothes. This kind of responsibility taught him about the value of working hard, setting goals, and supporting loved ones.
His unique background makes Ben much more empathetic to the challenges his clients face when building, maintaining, and transferring wealth. That’s why he is so passionate about understanding what’s important to his clients. Ben feels that through thoughtful and specific planning he can help his clients avoid the struggles that he had endured while growing up. That way, not only can they feel prepared for different life events, they can also feel confident about achieving their financial dreams.
As a young man, Ben followed in his brother’s footsteps to serve the country in the United States Coast Guard. After finishing his time in the service, Ben started what became a very successful career in banking. The various positions that Ben held in banking earned him a wealth of experience, which culminated in working as a Financial Advisor, licensed and practicing since 2007. Ben is an Accredited Asset Management Specialist (AAMS®) and an Accredited Investment Fiduciary (AIF®).
Ben is a talented songwriter, a lucky husband to his wife, Mia, and proud father to Grace (13), Ava (8), and Donovan (3). He cherishes his family and creating moments with them. Whether it’s traveling, camping, or enjoying Sonoma County where he has lived since 2009, Ben sees his family as the center of his universe.
Office Phone: (707) 595 8591
Cell Phone: (707) 481 5678
Best part of the job:
Connecting with clients each day as both a trusted advisor and a friend
I design and monitor evolving financial plans, manage investments, and help my clients make smart decisions with their money.
We create a tailor-made plan that requires discipline and budgeting based on your life goals and values. We develop a close, active relationship to anticipate your needs and monitor your financial plan.
Having a peaceful retirement begins with sound, comprehensive planning. We work with you to construct a roadmap and manage your wealth as you reach toward financial freedom in retirement.
Effective investment management acts as the cornerstone of a well-crafted financial plan. As we develop your tailored portfolio, we invest in asset classes that align with your risk tolerance, individual goals and personal values.