About Us

Victor Benetti CFP®, ChFC, CLU, RICP®

Financial Professional
Phone: 952-368-4855
Fax: 952-443-4728

Vic has been providing financial advice and service to a broad range of clients since 1982 with an emphasis on small business owners and professionals.  His focus is on understanding his clients needs and helping them select from the range of solutions that will meet their financial goals in a coordinated framework.

In order to provide up to date and accurate advice to his clients, Vic has attended and continues to attend many company and industry sponsored training and certification programs.  His educational background includes:

B.A from Gustavus Adolphus College

Master of Social Work from the University of Minnesota (MSW)

CERTIFIED FINANCIAL PLANNER™  Professional (CFP®)

Retirement Income Certified Professional (RICP)

Chartered Financial Consultant (ChFC)

Chartered Life Underwriter (CLU)

FINRA Series 7 Securities

FINRA Series 66

Life, Health and Accident Insurance

Long Term Care Specialized Continuing Education

Vic joined the Equitable (the company that eventually became AXA) in 1982.  Vic and his wife, Carol, have lived in Chaska since 1974.  They have raised two daughters and have four grandchildren.  Vic has been active in numerous organizations and activities.  He is a former president of the Jonathan (Homeowners) Association and is a former president of and continues his community service through Chaska Rotary and Rotary International.

 

 

CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

The RICP® (Retirement Income Certified Professional®) designation is sought by financial services sales professionals whose focus includes clients planning for their retirement income. The designation’s required curriculum is administered by The American College in Bryn Mawr, PA, which is accredited by The Middle States Commission on Higher Education, Philadelphia, PA 19104. The mark RICP® is the property of The American College and may be used only by individuals who have successfully completed the initial and ongoing certification requirements for this designation. Complaints about a designee can be made by e-mail at Registrar@TheAmericanCollege.edu. or by calling 888-263-7265. To verify a designee, visit http://www.designationcheck.com.

 

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Equitable Advisors, LLC is an Equal Opportunity Employer M/F/D/V

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

Link to equitable.com

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