Stephen Bene CFF, NSSA, CFBS

Stephen Bene is a wealth advisor and retirement income planning specialist at Beneficial Wealth. His mission is to educate clients on financial, retirement and tax planning strategies and provide them with sound, independent and unbiased advice. Stephen provides customized strategies to help solve his clients’ financial concerns. By analyzing financial and personal circumstances, he provides solutions to help increase their assets, reduce their taxes, and makes planning for their legacy simple. Stephen believes he has the professional, moral and ethical responsibility to be transparent with clients during every step of the financial planning process. His goal is to share his knowledge of comprehensive financial and retirement planning strategies to help individuals, families and business owners have the confidence to know they are making the right decisions and have the right long-term strategy for themselves and their family. As the son of two dedicated and passionate math teachers, Stephen learned at an early age that education is fundamental. His desire to help and his education-based approach with clients is a direct result of the values his parents taught him and encouraged throughout his upbringing. To validate his commitment to furthering his education and competency in the advice he provides, Stephen has earned multiple certifications, designations, and licenses. A frequent speaker at professional events and workshops, Stephen brings experience and simplicity to vital and complex topics impacting retirement and tax planning strategies. He continuously informs and educates adults within our communities about financial and retirement matters.