Benjamin Lupu CFP CERTIFIED FINANCIAL PLANNER

Closed
yelp logo

(1)

Photos

2600 W Olive Ave
Burbank, CA 91505

Kensington A.M.I. is a trusted and experienced Fiduciary Investment Advisor based in Burbank-Toluca Lake, California. With over 30 years of expertise, founder Benjamin Lupu CFP and his team specialize in providing personalized financial planning, prudent investment management, and cash and banking management services for a diverse range of clients, including private holdings clients, business owners, and retirement plan investors. As a fee-only advisor, Kensington A.M.I. prioritizes client interests by offering objective advice, expert management, and no conflicts of interest, while also emphasizing the importance of clear and thoughtful communication in their financial planning process.

With a focus on building one-to-one relationships, Kensington A.M.I. takes pride in serving the Burbank-Toluca Lake and surrounding Los Angeles communities, as well as clients across the country, with an understanding of the financial and psychological challenges faced in today's modern financial world. Their commitment to holistic financial advice, investment prudence, and positive client experiences sets them apart from other advisors, ensuring the delivery of excellence in personalized financial planning and investment management.

Generated from the website

Reviews

yelp logo
5.01 reviews
Photo of Paula M.
Paula M.
5/8/2020

Ben has managed my IRA for about 7 years and I trust him. He's there to help me with questions giving generous amounts of time and diligence. Whatever I ask him he's already vetted. We've even...

Own this business?
See a problem?

You might also like

United StatesCaliforniaBurbankBenjamin Lupu CFP CERTIFIED FINANCIAL PLANNER