Michael D. Benjaminson, MBA

LPL Registered Principal

Michael D. Benjaminson MBA, CEP is the Founder and CEO of MDB Group.

He is also a Registered Principal with LPL Financial, the firm’s Broker/Dealer.
For nearly three decades he advised individuals, families, business owners and executives.

MDB Group practice “Wealth Engineering and Management” - a fully integrated framework, which allows for highly customized asset creation, growth, protection and wealth transfer.

Such approach leads to more effective decisions in retirement, estate and longevity planning, as well as succession planning for business owners.

The implementation is also highly customized.

Our investment management program use both - traditional and alternative investments, hedging strategies etc. We believe in a conservative investment approach, in order to protect our client’s hard-earned assets

Life insurance, income protection and longevity risk insurance solutions which include cost/benefit analysis and comparison of different companies’ products.

MDB Group and its representatives adhere to a Fiduciary Standard – the highest level of integrity and accountability in the industry.

Michael started his career in 1993.

In 1997 he became a “Certified Estate Planner” and in April of 2004 earned an MBA in Finance.

He currently owns 6 industry certifications, including Series 65- Uniform Investment Adviser Certification, Series 7 – General Securities Representative, and Series 24- General Securities Principal.

He also holds Insurance License

Phone (650) 314-1600
Fax (415) 723-7450
Mobile Phone 415-308-3795