Financial Planner
Current
Jul 2024 - Present
AeroLeads people directory · profile
Benjamin Minifie Email & Phone Number
Financial Planner & Investment Advisor Representative (Fiduciary) | 📈 I help people grow and manage their wealth 🚀
at
Charter Oak Financial
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 100%
Current company
Role
Financial Planner & Investment Advisor Representative (Fiduciary) | 📈 I help people grow and manage their wealth 🚀
Location
Holyoke, Massachusetts, United States
Company size
Who is Benjamin Minifie? Overview
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Quick answer
Benjamin Minifie is listed as Financial Planner & Investment Advisor Representative (Fiduciary) | 📈 I help people grow and manage their wealth 🚀 at Charter Oak Financial, a with 154 employees, based in Holyoke, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for Benjamin Minifie.
Benjamin Minifie previously worked as Financial Planner at Charter Oak Financial and Financial Services Professional at Charter Oak Financial. Benjamin Minifie holds Full Stack Developer Nano Degree, Computer Software Engineering from Udacity.
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Email format at Charter Oak Financial
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Charter Oak Financial
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Profile bio
About Benjamin Minifie
From Sizzling Pans to Securing Plans: My Culinary Journey to Financial MasteryWith a rich and diverse background, I transitioned from the bustling kitchens of the culinary world to the dynamic field of wealth management and financial planning. As your dedicated fiduciary and financial planner, I bring the same passion for precision, clarity, and exceptional service that once delighted diners, now to safeguard your family’s future and financial goals.Years of crafting culinary masterpieces in world-class, high-pressure environments have fine-tuned my ability to stay composed and focused, no matter the challenge. This unique experience allows me to provide personalized, thoughtful, and strategic advice, ensuring your peace of mind. I’m genuinely excited to help families and individuals grow and manage their wealth with a complete commitment to offering the same dedication and meticulous attention to detail that defined my success in the culinary arts.When I’m not helping clients achieve their financial dreams, you might find me breaking a sweat at the gym or enjoying time with my wife and two children. I call the charming town of Colrain, MA, home, where I cherish the balance of a fulfilling career and a joyful home life.Let’s connect and cook up a plan for your financial future!I hold a securities license in the state of MA.I hold a life insurance license in MA, VT, CT, NH, RI, NY, TX, AZ, GA, UT, and VA.CRN202609-5059576
Listed skills include Leadership, Python, Culinary Management, Food And Beverage, and 10 others.
Current workplace
Benjamin Minifie's current company
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Charter Oak Financial
4 roles
Benjamin Minifie work experience
A career timeline built from the work history available for this profile.
Financial Services Professional
Jan 2023 - Aug 2024
Financial Services Professional
Sep 2023 - Aug 2024
Benefits Consultant
As an Aflac agent, I have a proven track record of success in selling insurance policies and building lasting relationships with clients. I am highly motivated, results-driven, and dedicated to providing exceptional customer service.I have in-depth knowledge of Aflac's products and services, including supplemental health insurance policies, cancer insurance, accident insurance, and more. I can effectively communicate the benefits of these policies to potential clients and help them make informed decisions about their coverage.In addition to my sales skills, I am also highly organized and efficient, with a keen attention to detail. I am able to manage my sales pipeline and track my progress, ensuring that I meet or exceed my sales goals.I am also a strong collaborator and enjoy working closely with other Aflac agents and managers to share best practices and drive team success.EDUCATION:🌎 Certified Aflac Agent🌎 Life and Accident/ Health LicensedEXPERIENCE:🌎 Consistently met or exceeded sales goals🌎 Established a reputation for providing excellent customer service🌎 Developed strong relationships with clients and colleaguesSKILLS:🌎 Strong sales and communication skills🌎 Knowledge of Aflac's products and services🌎 Strong organizational and time management skills🌎 Strong collaborator🌎 Strong attention to detail
Mar 2022 - Jan 2023
Team & coworkers
Colleagues at Charter Oak Financial
Other employees you can reach at charteroakfinancial.com. View company contacts for 154 employees →
DS
Dewaan Singh
Colleague at Charter Oak FinancialMelville, New York, United States
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TO
Tim O'Connell, Cfp®, Cfbs
Colleague at Charter Oak FinancialNew York, United States
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MZ
Maria Zarrella
Colleague at Charter Oak FinancialBronxville, New York, United States
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AP
Anthony Pacifico
Colleague at Charter Oak FinancialAlbany, New York Metropolitan Area, United States
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LG
Lou Giangrande
Colleague at Charter Oak FinancialWhite Plains, New York, United States
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BS
B Selman
Colleague at Charter Oak FinancialNew York, United States
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AA
Arnie Askwith
Colleague at Charter Oak FinancialWilbraham, Massachusetts, United States
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RA
Randy Altavilla, Clu,Chfc,Msm,Msfs,Ricp
Colleague at Charter Oak FinancialSaratoga Springs, New York, United States
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JM
Judith Montwid Quist
Colleague at Charter Oak FinancialWilbraham, Massachusetts, United States
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ZL
Zack Lafave
Colleague at Charter Oak FinancialGansevoort, New York, United States
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Dewaan Singh
Colleague at Charter Oak FinancialMelville, New York, United States
View →
TO
Tim O'Connell, Cfp®, Cfbs
Colleague at Charter Oak FinancialNew York, United States
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MZ
Maria Zarrella
Colleague at Charter Oak FinancialBronxville, New York, United States
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AP
Anthony Pacifico
Colleague at Charter Oak FinancialAlbany, New York Metropolitan Area, United States
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LG
Lou Giangrande
Colleague at Charter Oak FinancialWhite Plains, New York, United States
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BS
B Selman
Colleague at Charter Oak FinancialNew York, United States
View →
AA
Arnie Askwith
Colleague at Charter Oak FinancialWilbraham, Massachusetts, United States
View →
RA
Randy Altavilla, Clu,Chfc,Msm,Msfs,Ricp
Colleague at Charter Oak FinancialSaratoga Springs, New York, United States
View →
JM
Judith Montwid Quist
Colleague at Charter Oak FinancialWilbraham, Massachusetts, United States
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ZL
Zack Lafave
Colleague at Charter Oak FinancialGansevoort, New York, United States
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4 education records
Benjamin Minifie education
Full Stack Developer Nano Degree, Computer Software Engineering
React For Beginners Certification, Computer Software Engineering
Bostype Inc
Associate'S Degree, Hospitality Administration/Management
Education record
FAQ
Frequently asked questions about Benjamin Minifie
Quick answers generated from the profile data available on this page.
What company does Benjamin Minifie work for?
Benjamin Minifie works for Charter Oak Financial.
What is Benjamin Minifie's role at Charter Oak Financial?
Benjamin Minifie is listed as Financial Planner & Investment Advisor Representative (Fiduciary) | 📈 I help people grow and manage their wealth 🚀 at Charter Oak Financial.
Where is Benjamin Minifie based?
Benjamin Minifie is based in Holyoke, Massachusetts, United States while working with Charter Oak Financial.
What companies has Benjamin Minifie worked for?
Benjamin Minifie has worked for Charter Oak Financial, Massmutual, and Aflac.
Who are Benjamin Minifie's colleagues at Charter Oak Financial?
Benjamin Minifie's colleagues at Charter Oak Financial include Dewaan Singh, Tim O'Connell, Cfp®, Cfbs, Maria Zarrella, Anthony Pacifico, and Lou Giangrande.
How can I contact Benjamin Minifie?
You can use AeroLeads to view verified contact signals for Benjamin Minifie at Charter Oak Financial, including work email, phone, and LinkedIn data when available.
What schools did Benjamin Minifie attend?
Benjamin Minifie holds Full Stack Developer Nano Degree, Computer Software Engineering from Udacity.
What skills is Benjamin Minifie known for?
Benjamin Minifie is listed with skills including Leadership, Python, Culinary Management, Food And Beverage, Sales, Front End Development, Back End Web Development, and Javascript.
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