Meet Benjamin


Director of Operations Benjamin Hosseini is an experienced and dedicated professional manager with a background in operations, banking, finance. He strives to build competent and professional teams with meaningful connections to their clients, themselves and their community.

Benjamin’s top priority is client satisfaction. He works closely with his team to ensure all clients receive superior service and the highest level of financial acumen. His goal is to help clients realize financial prosperity through informed decisions.

Benjamin’s passion for creating a collaborative, cohesive and supportive team culture drives him to empower and uplift those around him. His enthusiasm for new challenges sparks his optimism for the future and a constant pursuit of professional and personal learning.

Benjamin promotes and facilitates a team culture of continuous learning supported by team-based strategies that guide and empower both managers and their employees. He encourages his team to confidently develop relationships with their clients and prove instrumental as they work toward financial success.

Outside the office, Benjamin enjoys spending time with his kids and playing the piano. A passionate musician, he is also a composer. Benjamin is also a talented cook and a fan of hot spices.



Best piece of financial advice received:

Don’t delay saving for the future!

If you could meet anyone, past or present, it would be:

Ludwig van Beethoven

What motivates you:

Everything new and challenging

Favorite holiday:


Something on you bucket list:

Learn to snowboard

Favorite book:

“Think and Grow Rich” by Napoleon Hill

Favorite food:

Asian and Mediterranean cuisines

Place you’d most like to visit:

Swiss Alps

Favorite quote:

“Live as if you were to die tomorrow. Learn as if you were to live forever.” – Mahatma Gandhi