David Benedict Joins Consulting Group at Beltz Ianni
ROCHESTER, NY, May 25, 2017 -- Beltz Ianni & Associates, LLC announced today that long-time financial advisor David G. Benedict, AIF, ChFC, CLU, CFBS, has joined the firm.
David has spent over forty years in the financial services industry, providing guidance to both individual and corporate clients. As part of the Retirement Plan Consulting group at Beltz Ianni, David focuses his attention on new plan acquisition and providing relationship oversight to his clients.
In joining Beltz Ianni as an independent advisor, David can draw upon many different resources to help his clients meet their goals. "Being independent means I am not tied to any specific solution," says David, "and my clients will benefit from my ability to put their needs first and offer "best-fit" solutions."
Bob Judd, Beltz Ianni's managing partner, says, "David loves what he does. With Beltz Ianni, he has the freedom to operate for the exclusive interest of his clients. We're happy to have David with us as an invaluable member of the team." Judd further offers, "We continue to look for other advisors who want to expand their reach in the retirement plan space. As fiduciary consultants, we assist employers in complying with ERISA and Department of Labor regulations, paying only fair market fees and commissions, and providing education and one-on-one guidance to employees."
David attended the Rochester Institute of Technology, Rochester, New York and holds a number of designations from The American College of Financial Services, including Chartered Financial Consultant®, Chartered Life Underwriter®, and Certified Family Business Specialist), as well as the Accredited Investment Fiduciary® from Fi360.
David splits his time between Rochester, New York and his residence in Hilton Head Island, South Carolina, where he volunteers his time at the Hilton Head Hospital and serves as VP on the Board of Directors of a local condominium association.
About Beltz Ianni & Associates
Located in Rochester and serving western New York since 2001, Beltz Ianni & Associates, LLC is a comprehensive financial services firm, focused on helping people prepare for and maintain a successful retirement. In addition to managing the wealth and health concerns of employees through their retirement plan fiduciary consulting services, Beltz Ianni & Associates provides retirement, insurance planning and investment planning for individual clients. More information about Beltz Ianni & Associates can be found at www.beltz-ianni.com or firstname.lastname@example.org.
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