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Benjamin Smits
Retirement Planner
Benjamin Smits is a Retirement Planner at Fidelity Investments, specializing in creating tailored strategies for income and tax-aware retirement planning.2 His expertise includes portfolio management, estate planning, and asset protection.2
Professional Background
Benjamin Smits currently holds the position of Investment Solutions Representative at Fidelity Investments.15 He has been with the company since September 2021.6 Fidelity Investments is a well-established financial services firm headquartered in Boston, with over 10,000 employees.1
Qualifications and Experience
Smits has approximately 1 year of industry experience in the financial services sector.4 He is registered as a broker with FINRA (Financial Industry Regulatory Authority)3, which indicates he has met the necessary regulatory requirements to provide financial advice and services.
Location and Contact Information
Benjamin Smits is based in La Crescenta-Montrose, California.45 While his direct phone number is not publicly disclosed, he can be reached through professional networking platforms or through Fidelity Investments' official channels.
Areas of Expertise
As a Retirement Planner, Benjamin Smits focuses on:
- Income planning for retirement
- Tax-aware retirement strategies
- Portfolio management
- Estate planning
- Asset protection
His role likely involves working closely with clients to develop comprehensive retirement plans tailored to their individual needs and financial goals.
