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Benjamin R

Series 63, Series 65

Rancho Mirage, CA

Illumination Wealth Management

Benjamin Rinkey is a financial advisor at Illumination Wealth Management with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Illumination Wealth Management since 2014, following a period at Ben Rinkey & Associates, LLP. Illumination Wealth Management serves individuals, trusts, corporations, and retirement plans, providing comprehensive Financial Life Management through financial planning and investment management. The firm uses client-specific investment policies and strategic asset allocation models with tactical adjustments, monitoring portfolios regularly with an emphasis on long-term allocation.

Income planning Retirement income strategy Debt management College savings (529s, UTMA, etc.) Business exit / sale strategy Founder/Business Owner Retired Values-based investing
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