CFM for business.

I count on Bennett, as my trusted advisor, to provide me with honest, impartial, and sound financial counsel. And he does that exceptionally well. Bennett's focus is on managing and growing my assets, which allows me to focus on running a public company and being with my family. He is a successful investor, but more importantly, he is a great listener. I find him to be unique in the financial world in his ability to simplify the complex, to approach every choice from outside of the box, and to bring a sense of confidence and ease to everything he does. Best of all, he has helped me satisfy my financial goals. 

 — Sig Anderman, Executive Chairman and Founder, Ellie Mae (NYSE: ELLI) —

 

CFM for individuals.

Bennett has been managing my retirement account since he started his business. I have been very happy with his work. Even during the recent recession, he helped me hold nearly steady while my friends were seeing losses of 50%.

 — Sheldon Katz, DDS, Founder, Southern California Oral & Facial Surgery —

 

CFM for retirement.

I deeply appreciate Bennett's expertise and ready availability to discuss a broad range of financial planning strategies to maximize my assets. It has been invaluable to have him as my financial adviser in order to support me in my various life transitions (e.g., selling a business, entering retirement). My experience has been that he is doing his utmost to ensure a sound financial legacy for my family.

 — Martin Diamond, Founder, Island Essence—