Client Service Associate
Current
May 2022 - Present
AeroLeads people directory · profile
Benjamin P. Email & Phone Number
Client Service Associate at Strata Wealth Advisors, LLC
at
Strata Wealth Advisors, LLC
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Client Service Associate at Strata Wealth Advisors, LLC
Location
Sunnyvale, Texas, United States
Company size
Who is Benjamin P.? Overview
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Quick answer
Benjamin P. is listed as Client Service Associate at Strata Wealth Advisors, LLC at Strata Wealth Advisors, LLC, a company with 9 employees, based in Sunnyvale, Texas, United States. AeroLeads shows a matched LinkedIn profile for Benjamin P..
Benjamin P. previously worked as Client Service Associate at Strata Wealth Advisors, Llc and Financial Services Professional at Charles Schwab. Benjamin P. holds Certified Financial Planner Certification, Finance from Southern Methodist University.
Company email context
Email format at Strata Wealth Advisors, LLC
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Strata Wealth Advisors, LLC
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Profile bio
About Benjamin P.
Benjamin P. is a Client Service Associate at Strata Wealth Advisors, LLC at Strata Wealth Advisors, LLC.
Current workplace
Benjamin P.'s current company
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Strata Wealth Advisors, Llc
5 roles
Benjamin P. work experience
A career timeline built from the work history available for this profile.
Financial Services Professional
Placed Buy and Sell trades for clients and provided education and guidance for their individual investment portfolios.
Jul 2020 - Dec 2021
Financial Services Professional
Jul 2020 - Dec 2021
Mar 2018 - Feb 2020
Technology Specialist
Nov 2016 - Mar 2018
Team & coworkers
Colleagues at Strata Wealth Advisors, LLC
Other employees you can reach at stratawealth.com. View company contacts for 9 employees →
GK
Glenda Kemple, Cpa, Cfp®
Colleague at Strata Wealth Advisors, LlcDallas, Texas, United States, United States
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DB
Daniel Becker, Cfp®
Colleague at Strata Wealth Advisors, LlcDallas, Texas, United States, United States
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EM
Ed Meziere Cfp®
Colleague at Strata Wealth Advisors, LlcDallas, Texas, United States, United States
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CP
Chris Patureau
Colleague at Strata Wealth Advisors, LlcDallas, Texas, United States, United States
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VP
Vyoma Patel
Colleague at Strata Wealth Advisors, LlcDallas, Texas, United States, United States
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BC
Brandon Cumba, Cfp®
Colleague at Strata Wealth Advisors, LlcDallas, Texas, United States, United States
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JB
Jodi Barse
Colleague at Strata Wealth Advisors, LlcDallas, Texas, United States, United States
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LC
Laurie Clark
Colleague at Strata Wealth Advisors, LlcDallas, Texas, United States, United States
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DP
Diego Patino
Colleague at Strata Wealth Advisors, LlcDallas-Fort Worth Metroplex, United States
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Glenda Kemple, Cpa, Cfp®
Colleague at Strata Wealth Advisors, LlcDallas, Texas, United States, United States
View →
DB
Daniel Becker, Cfp®
Colleague at Strata Wealth Advisors, LlcDallas, Texas, United States, United States
View →
EM
Ed Meziere Cfp®
Colleague at Strata Wealth Advisors, LlcDallas, Texas, United States, United States
View →
CP
Chris Patureau
Colleague at Strata Wealth Advisors, LlcDallas, Texas, United States, United States
View →
VP
Vyoma Patel
Colleague at Strata Wealth Advisors, LlcDallas, Texas, United States, United States
View →
BC
Brandon Cumba, Cfp®
Colleague at Strata Wealth Advisors, LlcDallas, Texas, United States, United States
View →
JB
Jodi Barse
Colleague at Strata Wealth Advisors, LlcDallas, Texas, United States, United States
View →
LC
Laurie Clark
Colleague at Strata Wealth Advisors, LlcDallas, Texas, United States, United States
View →
DP
Diego Patino
Colleague at Strata Wealth Advisors, LlcDallas-Fort Worth Metroplex, United States
View →
3 education records
Benjamin P. education
Certified Financial Planner Certification, Finance
Master'S Degree, Finance, General
Bachelor'S Degree, Finance, General
FAQ
Frequently asked questions about Benjamin P.
Quick answers generated from the profile data available on this page.
What company does Benjamin P. work for?
Benjamin P. works for Strata Wealth Advisors, LLC.
What is Benjamin P.'s role at Strata Wealth Advisors, LLC?
Benjamin P. is listed as Client Service Associate at Strata Wealth Advisors, LLC at Strata Wealth Advisors, LLC.
Where is Benjamin P. based?
Benjamin P. is based in Sunnyvale, Texas, United States while working with Strata Wealth Advisors, LLC.
What companies has Benjamin P. worked for?
Benjamin P. has worked for Strata Wealth Advisors, Llc, Charles Schwab, and Apple.
Who are Benjamin P.'s colleagues at Strata Wealth Advisors, LLC?
Benjamin P.'s colleagues at Strata Wealth Advisors, LLC include Glenda Kemple, Cpa, Cfp®, Daniel Becker, Cfp®, Ed Meziere Cfp®, Chris Patureau, and Vyoma Patel.
How can I contact Benjamin P.?
You can use AeroLeads to view verified contact signals for Benjamin P. at Strata Wealth Advisors, LLC, including work email, phone, and LinkedIn data when available.
What schools did Benjamin P. attend?
Benjamin P. holds Certified Financial Planner Certification, Finance from Southern Methodist University.
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