Embark on a journey of financial enlightenment by discovering the depth of our mission, philosophy, and the remarkable team behind Bene Financial.
Our mission is to establish long-term, trusted financial advisory relationships with our clients. We believe in delivering tailored, objective advice that provides financial peace of mind and empowers clients to pursue their passions, dreams, and talents.
Our goal is to positively impact the lives of our clients by helping them achieve their financial goals and obtain peace of mind over their finances.
Our vision is to continuously grow and protect our clients’ assets while assisting them in realizing their aspirations and life goals. We strive to achieve this by establishing ourselves as a dependable and knowledgeable source of guidance and leadership for our clients, staff, and the community at large.
We are committed to providing expert advice to our clients.
Our team is equipped with the knowledge, skills, and resources to help you achieve your financial goals. Our approach is tailored to meet the specific needs of our clients, and we work tirelessly to ensure that you receive the best possible service.
At Bene Financial, we take pride in providing our clients with the highest level of service and expertise. We understand the importance of trust and work hard to earn it. Let the peace of mind that comes with our expertise inspire you to reach for your dreams.
Kelly Woo, CFP®, EA, Principal
With a career built on a deep commitment to helping clients achieve their financial goals, Kelly is ready to guide you towards your dreams.
How Can
Bene Financial Help You?
Discover Unparalleled Expertise In Investment Planning, Tax Planning, and Retirement Solutions Tailored for You.
Bene Financial & Insurance Group, Inc. (DBA: Bene Financial & Insurance Services, Inc.) and Bene Wealth Management Company are two separate entities. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions under Bene Financial & Insurance Group, Inc. (DBA: Bene Financial & Insurance Services, Inc.), CA Insurance License # 6002358. Investment Advisory Services are offered through Bene Wealth Management Company, a registered investment advisor.