Benjamin J. Hill, CFP<sup>&reg;</sup> - Financial Advisor

Benjamin J. Hill, CFP®

CLU, CSPG

Wealth Enhancement & Preservation

2629 Townsgate Rd, Ste 215
Westlake Village, CA 91361
FINANCIAL ADVISOR'S WEBSITE
(805) 449-1132

General

Benjamin Hill is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wealth Enhancement & Preservation in Westlake Village, CA and the surrounding communities.

Financial Advisor Overview

We offer comprehensive financial planning services to individuals, families and businesses including cash flow, investment, tax, estate, insurance and charitable planning.



We operate as both a Registered Investment Advisors (fee based planning & asset management) as well as own our own Broker Dealer for securities offerings.



We prefer to work in a collaborative process with our client's other trusted advisors (CPA, Attorney) so that our clients benefit from a coordinated, well thought out process.

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Financial Advisor Experience

Benjamin Hill has been serving clients since 1997. He has earned the (CFP) Certified Financial Planner designation, the (CLU) Chartered Life Underwriter designation and has earned the (CSPG) Certified Specialist in Planned Giving.



Benjamin's firm is totally independent and focused on working closely with clients to understand their goals, opportunities and risks, then building and implementing the appropriate financial, investment, insurance and tax planning strategies on their behalf.



Additionally, Benjamin is a member of the following organizations:



Financial Planning Association



Million Dollar Round Table



Board Member - Boys & Girls Clubs of Greater Conejo Valley www.bgcconejo.org.bgcconejo.org



Co-Founder & Treasurer - Pat Tillman Foundation www.pattillmanfoundation.org.pattillmanfoundation.org

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CSPG, CLU

Insurance Licenses

  • Life insurance: CA, AZ, WA
  • Health/disability insurance: CA, AZ, WA
  • Variable annuities: CA, AZ, WA

Broker-Dealer Disclaimer

Securities offered through Galt Financial Group, Inc., member FINRA/SIPC

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Estate Planning, Investment Management, Limited Partnerships, Getting Divorced, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Succession Planning, Sudden Wealth, Women's Finances

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Helpful Financial Planning Resources