Trent J. Benedetti, CPA, CFP, RIA Representative, graduated from California Polytechnic University at Pomona, California with a Bachelor of Science degree in Accounting in 1982.  After working for four different regional CPA firms he opened his own practice in Santa Maria, California. The tax and bookkeeping practice started in October 1982 and began operating as a corporate certified public accounting firm, Benedetti & Associates, CPA, Inc. on October 1, 2000.

The firm consists of employees specializing in accounting/taxes and financial services.  Benedetti acts primarily as a financial coach/counselor, fee-based investment adviser and CPA tax consultant.

The company works with small/medium size businesses for their tax and accounting needs.  Additionally, Benedetti works with nonprofits, startups and their tax planning strategies (entity choice, benefit plan options, pension/profit sharing choices) and budgeting issues.

In addition to holding his CPA license (CA #79502) Benedetti is a Certified Financial Planner (CFP board ID#062661), and passed NASD securities licenses 6, 7, 24, 63 & 65 and State of California insurance license (0A83750). Benedetti is also trained by the Dave Ramsey organization as a financial counselor.

Trent J. Benedetti is the founder of Benedetti Financial, Inc. a Registered Investment Adviser.  As a fee-based financial advisor he counsels businesses and individuals on investment advice.  For online public disclosure go to http://adviserinfo.sec.gov. Then, choose left pane “Investment Adviser Search”.  Then, search contains “Benedetti”.

As an investment advisor Benedetti Financial, Inc. manages your wealth according to the covenants of Modern Portfolio Theory (MPT) and adhere to four key elements: Strategic asset allocation as our core philosophy as opposed to a tactical or dynamic allocation approach; a commitment to broadly diversified, global portfolios with passive or passive-leaning underlying investments; strong adherence to Nobel Prize-winning academic research that has identified certain risk “factors” for which investors might expect to earn a higher return over time; use of low-cost underlying investments whenever possible.

Benedetti is a member of the American Institute of Certified Public Accountants.

Community Involvement

Benedetti has always given back to the community by volunteering for various organizations. A partial list includes:

Benedetti is a member of the Santa Maria Valley Chamber of Commerce.  Benedetti also served as Chairman of the Chamber Board.

City of Santa Maria Planning Commission, serving 1990-2005, having served as chairman three different years.

Trustee of the Santa Barbara County Retirement System (SBCERS).  Benedetti has been serving since December 2018.

Benedetti is a member of the Knights of Columbus, St. Louis de Montfort Parish, Orcutt, CA, Council #11137, previously served as President, (Grand Knight) two terms July 2008 to June 2010. Additionally, Benedetti serves as a member of the Parish Finance Council.

Personal

Trent was born in Whittier, California, in 1955.  Raised in southern California, graduated from Whittier High School in 1973 and married to Barbara for over 45 years.  They have four children and nine grandchildren.