Benjamins Money releases The Tech Executive's Guide To Building And Managing A $1M Portfolio.
MCLEAN, Va., Feb. 26, 2025 /PRNewswire-PRWeb/ -- The wealth guide covers seven principles and observations many young professionals have used to build wealth over time, such as the mentality needed to protect your assets and family and how and when to select your wealth advisory team.
Also, The Tech Executive's Guide To Building And Managing A $1M Portfolio white paper covers the hurdles and levels of wealth to help identify when to get advice and what credentials and experience to seek in selecting your advisers.
Benjamins Money founder and CEO Jean Jacques Borno says, "As a CERTIFIED FINANCIAL PLANNER professional who advises executives and young professionals at Benjamins Money, I have observed seven common traits tech executives have and themes they use to help them build and manage their investment portfolios."
If you are a young professional, lawyer, MBA, doctor, corporate executive at a Fortune 500 company or successful business owner, this Benjamins Money wealth guide will help you take actionable steps toward financial independence and managing your financial resources to accelerate your path to reaching your goals.
About Benjamins Money
Benjamins Money offers personalized financial planning and expert investment advice for young professionals, technology executives and business owners. Benjamins Money develops financial planning software to help professionals save for their life's most important financial goals, like a first home, building up a cash reserve fund and a secure retirement.
About Jean Jacques Borno
Jean Jacques Borno is the founder of Benjamins Money. Borno is a CFP® professional with an MBA from the University of Virginia Darden School of Business. Borno has earned the CIMA® designation from The Wharton School and the Investment Management Consultants Association. He was recently named a 2024 Five Star Wealth Advisor.
Media Contact
Jean Borno, Benjamins Money, 1 7033488580 3, [email protected], https://www.benjaminsmoney.com/
SOURCE Benjamins Money
Share this article