Bender Advisors was founded on the principles of deeply understanding and fostering our client’s true needs and goals. We believe that building a comprehensive financial plan is the foundational tool in proper financial planning. The financial plan forms the basis for the creation of the equally important insurance and investment strategy that is tailored to each client specifically.
Taking the first step towards reaching and maintaining your financial goals is the hardest. We welcome you to meet with us, to experience our firm and begin building this lifelong relationship.
We are your safe money experts. At the core of our business are the values of honesty and care. We treat others as we like to be treated. I know its a bit old-fashion but our best practice mantra is “The Golden Rule.”
Richard C. Bender, Co-Founder, Managing Partner, CA Insurance License #0764869
We want to help you achieve your financial goals. As your relationship manager I make sure you are getting the superior service and help you deserve.
Jennifer J. Bender, Relationship Manager, CA Insurance License #0N05877