A stable future and an exciting present.

Security in knowing how much to SAVE and absence of guilt when you SPEND.

At Benzina, we plan for BOTH.

Headshot of your financial planner, financial advisor, and owner, Filip Telibasa CFP® (Certified Financial Planner). (Philip) helps mid career professionals, millennials and business owners with investing, budgeting, financial goals.

Filip Telibasa, CFP®

Owner and Chief Compliance Officer

About Benzina

You’re at a crucial inflection point in your life. You want to enjoy the present and realize the financial decisions you make now have a long lasting impact on your future. As a result, you’re doing all the research - reading articles, watching YouTube videos, asking your network. You could figure this out on your own, if you had enough time. Even if you did, the other challenge is you don’t know if the advice is specific to your situation, and you worry you might miss a piece to the plan.

That is where we come in…

At Benzina, we support mid-career professionals and business owners who spend money on what they love now with confidence, knowledge and a secure strategy for the future.

Benzina will navigate you to…

  • A clear plan of what types of accounts to use and the associated tax efficiencies - also, how much to put into each

    Eliminate confusion about what to do with growing cash balances in your HYSA (high yield savings account)

    Gain Clarity

  • Security in knowing you have enough of a financial runway to take a sabbatical and enjoy life now

    Erase apprehension surrounding time away from work and how it will impact your long term finances

    Gain Security

  • Understanding the implications of exercising, holding or selling employer stock positions

    No longer be uninformed about what to do each time you receive employer stock

    Get Educated

  • Confidence in knowing you can afford your new home and still have disposable income

    Cure the anxiety of not knowing the budget for your next home purchase

    Gain Confidence

  • An aligned plan that incorporates your personal and business resources in one

    No longer feel disconnected with separate plans for each segment of your financial life

    Get Aligned

  • Relief in having a plan to protect your loved ones in the event something were to happen to you

    Stop worrying about not having a back up plan in place for your family

    Be Relieved

  • Excitement stemming from starting a new business venture to diversify your cashflow

    Convert unsettled energy tied to having only one source of income

    Get Excited

  • Assurance you have a well diversified investment strategy to accelerate progress towards your goals

    Put an end to inconclusive research that only leads to fear of making the wrong decision

    Gain Assurance

Our Core Beliefs

You Value…

Using your hard earned money now as opposed to long into the future

Time spent with your family and loved ones, so you’re willing and eager to delegate to experts

A personal touch - having someone on your team who takes the time to answer all your questions and incorporates education

Ongoing personal and professional development

Flat, fee only comprehensive planning with no other products sold - investing is included

You Deserve…

A CFP® who is a fiduciary and legally obligated to put your best interest first, above all else

An implementation and accountability partner to keep you on path and always moving forward

A planner who considers how many clients they have and limits the total to maintain a strong, ongoing connection

…Benzina delivers

How We Plan

  • Uncover Values - what is most important to you

    • Discuss your prior and current relationship with money - identify potential biases

  • Highlight Goals - ensure these embody your values and bring them to life

  • Deliver Recommendations - with the use of best-in class technology

    • Balance qualitative (intangible values) & quantitative (numbers/spreadsheets) aspects of your financial decisions

    • Educate on WHY we are taking the recommended actions and how they are tied to your goals

    • Implement and act as your accountability partner - we are there every step of the way, including opening investment accounts and managing those for you

  • Protect the Plan - with (3rd party) insurance and estate planning solutions - no commissions for Benzina, all in your best interest

  • Monitor & Adjust - treat this as a living, breathing blueprint that we adapt as your life progresses

    • Semi annual meetings

    • Quarterly check-ins

    • Unlimited email access to Planner