Advisor profile


My approach

Bekka Benjamin - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Bekka Benjamin - My approach photo

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Social Security Retirement Benefits
  • Wealth Preservation Strategies
  • Saving for Education
  • Financial Strategies for LGBTQ Couples and Families
  • Retirement Income Strategies
  • Charitable Giving
  • Insurance
  • Christian Financial Strategies
  • Retirement Plan Distribution
  • Investment Management
  • Sustainable and Responsible Investing
  • Business Retirement Plans
  • Domestic Partner Planning
  • Family Finances
3
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • Bachelors in Economics & French, University of Rhode Island, Kingston, RI

Interests

  • Certified Spinning Instructor
  • Family oriented
  • Enjoys reading, traveling, being active

Community participation

  • Special Olympics of Rhode Island

Professional associations

  • Financial Planning Association

Previous experience

  • Financial Advisor, Ameriprise Financial Services LLC., 2021- Present, >1 year
  • Associate Financial Advisor, CUNA Brokerage Services Inc., 2019-2021, 1 year, 10 months
  • Investment Specialist, Merrill Edge, 2018-2019, 9 Months