Thomas F. Bennett,  CFP<sup>&reg;</sup> - Financial Advisor

Thomas F. Bennett, CFP®

CLU® CRPC®

Senior Financial Planner

City National Bank Investments LLC

586 Daffodil Dr
Benicia, CA 94510-3826
(707) 980-1506 CONNECT WITH Thomas
  • linkedin link

General

Thomas Bennett is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at City National Bank Investments LLC in Benicia, CA and the surrounding communities.

Financial Advisor Experience

25 years in financial services

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Other - Digital Asset Council Financial Planners®

Insurance Licenses

  • Life insurance: CA
  • Health/disability insurance: CA
  • Fixed annuities: CA
  • Variable annuities: CA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Banking, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Disaster Recovery, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Identity Theft, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Medical & Health Issues, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

More

Helpful Financial Planning Resources