Behnam & Associates

If you want to be able to count on your assets—today and tomorrow—it’s important to prepare for the unexpected. In our practice, we use our exclusive Confident Retirement® approach to recommend balanced and customized asset and risk management strategies. Whether health, life, disability income or long-term care insurance, we suggest solutions and coverage levels to best suit each client. Whatever life sends your way, you’ll feel better knowing you are protecting yourself and your loved ones.


Advisors

Irene Tata

Irene Tata

Financial Advisor

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Michelle Owens

Michelle Owens

Financial Advisor

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Team

Karla Haro-Castro

Karla Haro-Castro

Practice Manager