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Benjamin Bimson

Advisor at Trek Financial

Updated today
Trek Financial logo

Firm

Trek Financial

Location

Davis, CA 95616

Credentials

Series 66

Industry experience

21 years

Fee options

Fixed

Fixed fees ranging from $100 to $50,000 for financial planning and consulting services

Percentage

$0 - $250,000: 1.50% $250,001 - $500,000: 1.50% $500,001 - $1,000,000: 1.50% $1,000,001 - $2,500,000: 1.25% $2,500,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.85% $10,000,001+: 0.70%

Project-based

Up to $400 per hour for financial planning and consulting services

Subscriptions

Annual retainer fee ranging from $200 to $20,000 for financial planning services

Other

Account minimum: $100,000 Fee-only: Annual retainer fee from $200 to $20,000; Fixed fee $100 to $50,000; Hourly fee up to $400/hour

Work history

World Equity Group

2015 - 2019 (4 years)

Trek Financial

2008 - Present (18 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Anthony L

Series 66

Sacramento, CA

Merrill

Anthony Lafrano is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career in financial services with Morgan Stanley in 1999 and joined Merrill Lynch Wealth Management in 2004. Anthony works with corporate clients, executives, and individuals, focusing on areas such as college education planning, divorce transition planning, equity compensation services, liquidity management, managing new wealth, and retirement income. With experience in navigating challenging markets, Anthony develops investment plans tailored to clients' personal goals and monitors performance over time. He utilizes the resources of Merrill Lynch Wealth Management alongside a personalized wealth management process to support his clients. Additionally, Anthony participates in client education through seminars on global political and economic trends offered by the LM Team. He holds a Personal Investment Advisor (PIA) designation and earned a bachelor's degree from the California State University system. Outside of his professional work, Anthony enjoys camping, surfing, watching movies, and practicing yoga.

Retirement income strategy Equity Recipients (RS/RSU, SOP, ESPP) Divorce financial planning College savings (529s, UTMA, etc.) Executive

Thomas D

Series 63, Series 65, Series 66

Sacramento, CA

Merrill

Thomas Demarois is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has worked since 1996. Prior to joining Merrill Lynch, he spent five years as a Bond Trader for a regional bank. His professional focus includes personal retirement planning, portfolio management services, and retirement income. A native of Chico, California, Thomas earned a Bachelor's degree in Business from Chico State University, where he also participated in rugby. He holds the designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Outside of his advisory role, Thomas enjoys fishing, golfing, and playing tennis. He has served as a board member of The Cast Hope Foundation, a nonprofit organization dedicated to teaching underprivileged youth the art of fly fishing and an appreciation for the outdoors.

General retirement planning Retirement income strategy Wealth management

Kenna S

Series 66

Sacramento, CA

Merrill

Kenna Stukas is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. She collaborates closely with clients to develop financial plans aligned with their individual goals and adapts these strategies to meet changing market conditions. Kenna leverages the investment insights of Merrill and the banking and lending solutions of Bank of America to support her clients' financial objectives. She holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Kenna earned her Bachelor's Degree from Sonoma State University. She is also actively involved in her community through volunteer work, reflecting Merrill's tradition of community participation.

Wealth management

Albert S

Series 66

Sacramento, CA

Merrill

Albert Solano is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In his role, he works closely with clients to develop personalized financial strategies that align with their unique ambitions and priorities. Albert’s approach centers on understanding what matters most to individuals and families to help guide them through areas such as investing, retirement planning, and preparing for unexpected financial challenges. Albert holds a Bachelor's Degree from the University of California, Davis, and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He is a member of the Woodland Chamber of Commerce and communicates fluently in both English and Spanish.

General retirement planning Income planning College savings (529s, UTMA, etc.) Wealth management

Gina H

CFP®, Series 63, Series 66

Tustin, CA

Fidelity

Gina Hurford is Vice President and Executive Planning Consultant at Fidelity Investments, a position she has held since 2019. She has extensive experience in financial planning and wealth management, having worked in various advisory roles since 2008. Prior to her current role, she served as a Wealth Management Advisor at TIAA from 2014 to 2018, and held financial planner positions at The Advisory Group of San Francisco, Hokanson Associates, and Christopher Weil & Company. Throughout her career, Gina has focused on building collaborative client relationships, emphasizing attentive listening and understanding clients' backgrounds to help identify their financial objectives. She holds a California Insurance License, which supports her ability to provide comprehensive financial planning services. Gina's approach centers on creating an environment where clients feel at ease, facilitating the development of personalized plans for their financial futures.

Wealth management

Peter J

CFP®, Series 66

Davis, CA

Edward Jones

Charitable giving & philanthropy Divorce financial planning Multi-generational wealth transfer ESG / Sustainable investing Wealth management
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