Please Wait a Moment
X

Jim Benedek CFP®,JD, MBA, CLU®

Jim Benedek has been in the financial services industry for over thirty years. He has worked for major financial institutions in the trusts and estates area. He has used his expertise in estate planning and financial planning to develop significant trust and investment management business.

He currently has his own consulting practice where he works primarily with financial advisors and helps them build their business through trust administrative services and serves as an individual trustee.

Jim is a board member of the Financial Planning Association of Miami and the Estate Planning Council of Miami.

Jim and his wife Laurie have two children, Philip and Melissa, both recent college graduates pursuing careers in construction management and publishing respectively.  

 Jim is an adjunct faculty member at Miami Dade College.