Benjjamin K Zales

Founder-CEO

Creating value and positive expectation in this new age of responsibility for the American family, inspired me to become a financial professional on May 9th, 2003. The commitment to change is the biggest challenge facing American families today, given the emphasis on globalization and ownership in our society. This inevitable outcome has created increased income volatility because individuals and families have assumed the burden of financial risk. Many of them have become susceptible to this phenomenon in ways that they never expected. “The role of a leader is to help people face reality and mobilize them to make change,” said Ronald Heifetz. My goal has been to successfully provide my clients with the right information, education and advice concerning their cash flow and retirement needs. I’m currently series 6, 7, 63, 10-52 registered, life insurance licensed and currently under full scholarship attending The American College For Financial Services to become a Chartered Financial Consultant, ChFC with the opportunity to acquire a Masters Degree in Financial Planning upon successful completion of the ChFC desgination, as well as, my Series 65 investment law registration.