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Ben E

CFP®, Series 66

Redwood City, CA

OSAIC

Ben Eshaghi is a Certified Financial Planner® with 45 years of industry experience. He is affiliated with OSAIC and has previously worked at Signator Investors, Inc. for 36 years and Royal Alliance Associates, Inc. for 8 years. He also operates a sole proprietorship offering health insurance services including Medicare supplement policies. OSAIC serves a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm provides a range of investment advisory and brokerage services through an extensive network of advisors, utilizing asset-allocation tools and multiple investment platforms.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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