I help helps Individuals, families, and Business owners build a plan they understand and can stick with, from the first conversation through the years they draw on it. As the VP Market Leader in the Coastal Wealth's Miami Office, I split my time between my own practice and mentoring incoming financial professionals passing on the habits that keep client relationships strong for decades.

I help coordinate insurance and retirement strategies, with tax-aware solutions alongside the plan itself so each decision fits the whole picture. I got into this work to help people who don't have the time or confidence to handle these decisions alone, and I keep every conversation in plain language, not gibberish. I split my time between Miami and New York, where I grew up.

Reach out for an introductory conversation anytime @516-353-4379 or kbenhamou@financialguide.com

Education

Binghamton University (2020-2024), BA of Economics

Hobbies

Basketball, Weight Lifting, Driving, Going To The Beach

Affiliations & Memberships

Member of the Financial Industry Regulatory Authority, Inc. (FINRA), Chabad

Community Involvement

Mitzvah Friday, Chabad