Retirement Planner
Current
Jul 2024 - Present
AeroLeads people directory · profile
Benjamin Smits Email & Phone Number
Retirement Planner
at
Fidelity Investments
1 work email found
@fmr.com
1 phone found area 714
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Retirement Planner
Location
La Crescenta, California, United States
Company size
Who is Benjamin Smits? Overview
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Quick answer
Benjamin Smits is listed as Retirement Planner at Fidelity Investments, a company with 52767 employees, based in La Crescenta, California, United States. AeroLeads shows a work email signal at fmr.com, phone signal with area code 714, and a matched LinkedIn profile for Benjamin Smits.
Benjamin Smits previously worked as Investment Solutions Representative II at Fidelity Investments and Fixed Income Specialist at Fidelity Investments. Benjamin Smits holds Bachelor Of Arts (B.A.) Hons, Modern Chinese With Japanese from Durham University.
Company email context
Email format at Fidelity Investments
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{first}.{last}@fmr.com
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AeroLeads found 1 current-domain work email signal for Benjamin Smits. Compare company email patterns before reaching out.
Profile bio
About Benjamin Smits
Ben has been in the finance and investment business since he joined Morgan Stanley as part of their London office in 1998. Since then, he spent over a decade in South East Asia building a portfolio of businesses including a health spa franchise, financial management consultancy and commercial real estate development. He now lives in Los Angeles, California, where he served as an advisor for both Morgan Stanley and Merrill Lynch prior to joining Fidelity. His expertise covers a range of disciplines including fixed income trading, portfolio management and comprehensive financial planning and advice.Outside of work, Ben loves a round of golf with his single handicapper wife and son and while it's still daylight, likes to spend as much free time as possible outdoors, either gardening or just enjoying nature. In the evenings, while he loves to watch a good movie with the family, his guilty pleasure is the pursuit of knowledge across multiple disciplines, including mathematics, science, law and economics.
Listed skills include Risk Management, Financial Planning, Portfolio Management, Investment Management, and 3 others.
Current workplace
Benjamin Smits's current company
Company context helps verify the profile and gives searchers a useful next step.
Fidelity Investments
13 roles · 30 years
Benjamin Smits work experience
A career timeline built from the work history available for this profile.
Investment Solutions Representative Ii
Jan 2023 - Jul 2024
Fixed Income Specialist
Fixed income retail sales & trading, including government, corporate and municipal bonds.
Jun 2022 - Jul 2024
Investment Solutions Representative
Investment advice & financial planning, guidance & consolidation.
Sep 2021 - Jun 2022
Financial Solutions Advisor
Assistant Vice President responsible at branch level for developing retail banking clients into investment clients through education and focus on aligning goals to investment strategy. Worked with partners across multiple lines of business to drive overall revenue growth over broad range of investment and banking solutions.
Nov 2018 - Sep 2021
Financial Advisor
Created financial plans to solve for multiple goals using firm model portfolios and insurance based asset management in addition to creating personalized asset allocations yielding returns above market averages.
Mar 2017 - Sep 2018
Financial Advisor
Specializing in creating tailored strategies for income and tax aware retirement planning including portfolio management, estate planning and asset protection.
Aug 2016 - Dec 2016
Director
Olango Paradise Island Resort
Converted neglected family beach house property into native styled island resort, in order to host Miss Earth International 2014 contestants. Following increased popularity of resort, oversaw negotiations for sale of business.
2013 - 2015
~2 yrs
President
Seroid Realty And Development Corporation
Managed real estate and other corporate assets. Handled multiparty negotiations, dealt with complex legal and administrative issues.
2010 - 2015
~5 yrs
President
Sawadee Health Spa Corporation
Launched a series of Thai inspired health spas, which we franchised to a diverse group of investors. Directly involved in all areas of the business, including concept and design, customer relationship management and franchise marketing and administration.
2004 - 2008
~4 yrs
Business Consultant
Bmc, Inc
Provided financial reports and projected analyses for clients on an ongoing basis for asset management strategy decisions. Moved into sales and negotiation, transformed revenue streams, promoted to VP for account management.
1999 - 2003
~4 yrs
Financial Analyst
Analyzed transactions for the Private Wealth Management group dealing primarily with high net worth individuals. Created reports for daily meetings and developed MS Excel based financial models as well as creating research programs on in house system software.
1998 - 1999
~1 yr
Financial Auditor
Audited balance sheet, cash flows, profit & loss for major banking and capital markets clients including J.P. Morgan, Union Bank of Switzerland and Nomura Securities.
1996 - 1998
~2 yrs
Team & coworkers
Colleagues at Fidelity Investments
Other employees you can reach at fidelity.com. View company contacts for 52767 employees →
VM
Vanessa Macias
Colleague at Fidelity InvestmentsAlbuquerque, New Mexico, United States, United States
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SL
Stephanie Livingstone
Colleague at Fidelity InvestmentsGreater Boston, United States
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GS
Gretchen Spencer
Colleague at Fidelity InvestmentsBoston, Massachusetts, United States, United States
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JS
Jessica Spraker, Eca
Colleague at Fidelity InvestmentsDenver, Colorado, United States, United States
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VH
Victoria Hung
Colleague at Fidelity InvestmentsIrvine, California, United States, United States
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PS
Philippe Smyth-Laporte
Colleague at Fidelity InvestmentsGreater Montreal Metropolitan Area, Canada
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BB
Brett Bevan
Colleague at Fidelity InvestmentsLake Forest, California, United States, United States
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SK
Sushmitha Kumar
Colleague at Fidelity InvestmentsChennai, Tamil Nadu, India, India
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JP
John Picciolo
Colleague at Fidelity InvestmentsJersey City, New Jersey, United States, United States
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KA
Katie Allen
Colleague at Fidelity InvestmentsNorth Richland Hills, Texas, United States, United States
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Vanessa Macias
Colleague at Fidelity InvestmentsAlbuquerque, New Mexico, United States, United States
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SL
Stephanie Livingstone
Colleague at Fidelity InvestmentsGreater Boston, United States
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GS
Gretchen Spencer
Colleague at Fidelity InvestmentsBoston, Massachusetts, United States, United States
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JS
Jessica Spraker, Eca
Colleague at Fidelity InvestmentsDenver, Colorado, United States, United States
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VH
Victoria Hung
Colleague at Fidelity InvestmentsIrvine, California, United States, United States
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PS
Philippe Smyth-Laporte
Colleague at Fidelity InvestmentsGreater Montreal Metropolitan Area, Canada
View →
BB
Brett Bevan
Colleague at Fidelity InvestmentsLake Forest, California, United States, United States
View →
SK
Sushmitha Kumar
Colleague at Fidelity InvestmentsChennai, Tamil Nadu, India, India
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JP
John Picciolo
Colleague at Fidelity InvestmentsJersey City, New Jersey, United States, United States
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KA
Katie Allen
Colleague at Fidelity InvestmentsNorth Richland Hills, Texas, United States, United States
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3 education records
Benjamin Smits education
Bachelor Of Arts (B.A.) Hons, Modern Chinese With Japanese
Master Of Science (Msc), Finance
Master Of Business Administration - Mba
FAQ
Frequently asked questions about Benjamin Smits
Quick answers generated from the profile data available on this page.
What company does Benjamin Smits work for?
Benjamin Smits works for Fidelity Investments.
What is Benjamin Smits's role at Fidelity Investments?
Benjamin Smits is listed as Retirement Planner at Fidelity Investments.
What is Benjamin Smits's email address?
AeroLeads has found 1 work email signal at @fmr.com for Benjamin Smits at Fidelity Investments.
What is Benjamin Smits's phone number?
AeroLeads has found 1 phone signal(s) with area code 714 for Benjamin Smits at Fidelity Investments.
Where is Benjamin Smits based?
Benjamin Smits is based in La Crescenta, California, United States while working with Fidelity Investments.
What companies has Benjamin Smits worked for?
Benjamin Smits has worked for Fidelity Investments, Bank Of America Merrill Lynch, Morgan Stanley, Independent Capital Management, and Olango Paradise Island Resort.
Who are Benjamin Smits's colleagues at Fidelity Investments?
Benjamin Smits's colleagues at Fidelity Investments include Vanessa Macias, Stephanie Livingstone, Gretchen Spencer, Jessica Spraker, Eca, and Victoria Hung.
How can I contact Benjamin Smits?
You can use AeroLeads to view verified contact signals for Benjamin Smits at Fidelity Investments, including work email, phone, and LinkedIn data when available.
What schools did Benjamin Smits attend?
Benjamin Smits holds Bachelor Of Arts (B.A.) Hons, Modern Chinese With Japanese from Durham University.
What skills is Benjamin Smits known for?
Benjamin Smits is listed with skills including Risk Management, Financial Planning, Portfolio Management, Investment Management, Cash Management, Retirement Planning, and Estate Planning.
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