MEET Our Senior Advisor
Benjamin dzialo brings more than 20 years of experience to the table, helping to educate his clients.
Benjamin Dzialo is a Senior Advisor with Combined Benefits United, bringing more than 20 years of experience in insurance, investment management, and retirement planning. Throughout his career, Ben has worked with financial professionals across the country, helping them navigate investment strategies and retirement products. His experience ranges from large insurance companies to smaller hedge funds, giving him a broad perspective on financial markets and retirement income planning.
Today, Ben works directly with individuals and families who are preparing for retirement or looking to strengthen their existing retirement strategy. He can help clients explore annuities, retirement income strategies, Social Security considerations, life insurance, and investment planning, with an emphasis on making complex financial decisions easier to understand.
Ben holds the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations, is a Licensed Life Insurance Broker, and is a Certified National Social Security Advisor. His extensive background allows him to help clients evaluate their options and build strategies designed around their individual retirement goals.
Planning for retirement or have questions about annuities and retirement income? Ben is available to discuss your situation and help you better understand the options available to you. Schedule your free, no obligation consultation with Ben to learn more about how he can help you plan for retirement.