Trent Benedetti

Currently Taking Online & In-person Clients

25+ Years of Experience
Master’s in
Christian Financial Planning Principals

MSCTA

CPA

5+ Person Firm

Santa Maria,

CA

BIO

As a CPA, Certified Financial Planner, Registered Investment Advisor Representative and Certified Tax Pro Advisor- Benedetti takes a holistic approach to serving the firms clients. Tax preparation fits into the larger picture of planning toward financial independence. The firms three main goals:

1. Help clients better understand their business: The entity choice; maximizing tax deductions; implementing benefit plans and self-directed IRA’s; pension planning, including self-directed 401K’s; cash flow issues.
2. Pay the least amount of taxes.
3. Develop a long-term wealth creation plan and staying with it.

SERVICES

Tax Prep, Tax Advising, Financial Services

SPECIALTIES

Real Estate

CONTACT

Trent Benedetti

hello@benedetticpa.com

8059224881

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