Vice President And Retirement Planning Specialist
Watermark Capital Management
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Benjamin Gotfried Email & Phone Number
Vice President and Retirement Planning Specialist
at
Watermark Capital Management
1 work email found
@axa-advisors.com
1 phone found area 203
LinkedIn matched
4 data sources
Profile completeness 86%
Current company
Role
Vice President and Retirement Planning Specialist
Location
Fairfield, Connecticut, United States
Who is Benjamin Gotfried? Overview
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Quick answer
Benjamin Gotfried is listed as Vice President and Retirement Planning Specialist at Watermark Capital Management, based in Fairfield, Connecticut, United States. AeroLeads shows a work email signal at axa-advisors.com, phone signal with area code 203, and a matched LinkedIn profile for Benjamin Gotfried.
Benjamin Gotfried previously worked as Vice President / Retirement Planning Specialist at Watermark Capital Management and Financial Consultant/Retirement Planning Specialist at Equitable Advisors. Benjamin Gotfried holds Retirement Planning Specialist Certificate from University Of Pennsylvania - The Wharton School.
Company email context
Email format at Watermark Capital Management
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{first}.{last}@axa-advisors.com
86% confidence
AeroLeads found 1 current-domain work email signal for Benjamin Gotfried. Compare company email patterns before reaching out.
Profile bio
About Benjamin Gotfried
A successful financial advisor at Equitable Advisors, I am looking to build a team of gifted individuals. By fostering a professional environment, we can help individuals utilize their talents and abilities to build their own financial services practice. Perhaps you are a successful financial professional looking to take your practice to the next level, an aspiring leader looking for an opportunity to build a practice within a firm or an employee looking for an entrepreneurial challenge. If this describes you, a career as a financial professional may be the perfect fit for you. Needless to say, I have found financial services to be the career of a lifetime and truly believe it is the most rewarding opportunity available for a motivated individual.
Current workplace
Benjamin Gotfried's current company
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4 roles · 16 years
Benjamin Gotfried work experience
A career timeline built from the work history available for this profile.
Vice President / Retirement Planning Specialist
Current
Watermark Capital Management
Jan 2024 - Present
Financial Consultant/Retirement Planning Specialist
Current
Jun 2020 - Present
Financial Consultant / Retirement Planning Specialist
I am a financial consultant who offers objective advice and provides appropriate strategies for your financial needs. I have the intellectual capital and the professional affiliations to develop custom strategies for each client. I believe every client is unique and forming relationships with my clients is a crucial step in identifying their specific.
2010 - Jun 2020
1 education record
Benjamin Gotfried education
FAQ
Frequently asked questions about Benjamin Gotfried
Quick answers generated from the profile data available on this page.
What company does Benjamin Gotfried work for?
Benjamin Gotfried works for Watermark Capital Management.
What is Benjamin Gotfried's role at Watermark Capital Management?
Benjamin Gotfried is listed as Vice President and Retirement Planning Specialist at Watermark Capital Management.
What is Benjamin Gotfried's email address?
AeroLeads has found 1 work email signal at @axa-advisors.com for Benjamin Gotfried at Watermark Capital Management.
What is Benjamin Gotfried's phone number?
AeroLeads has found 1 phone signal(s) with area code 203 for Benjamin Gotfried at Watermark Capital Management.
Where is Benjamin Gotfried based?
Benjamin Gotfried is based in Fairfield, Connecticut, United States while working with Watermark Capital Management.
What companies has Benjamin Gotfried worked for?
Benjamin Gotfried has worked for Watermark Capital Management, Equitable Advisors, and Axa Advisors.
How can I contact Benjamin Gotfried?
You can use AeroLeads to view verified contact signals for Benjamin Gotfried at Watermark Capital Management, including work email, phone, and LinkedIn data when available.
What schools did Benjamin Gotfried attend?
Benjamin Gotfried holds Retirement Planning Specialist Certificate from University Of Pennsylvania - The Wharton School.
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