Bennett Jay Gordon

Registered Principal

CEPA

LinkedIn Website Other

MGR Wealth Management2600 N. Military Trail, Suite 240, Boca Raton, FL 33431

Broker Affiliation: Wells Fargo

Languages: English

Our 7 Steps to Financial Planning

Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.

Summarized from the CFP® Board's Practice Standards. cfp.net

Disclosures

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. MGR Wealth Management, LLC is a separate entity from WFAFN. ©2025 Wells Fargo Advisors Financial Network, LLC. & ©2025 MGR Wealth Management. All rights reserved.

This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.

FINRA BrokerCheck SEC Investment Adviser Public Disclosure