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Delfina Buenrostro

Senior Registered Financial Client Associate at Benjamin F. Edwards & Co.

Delfina Buenrostro is a Senior Registered Financial Client Associate at Benjamin F. Edwards & Co., based in the Naples, Florida branch. She holds the Certified Financial Planner (CFP®) designation, which signifies her expertise in creating personalized, long-term financial strategies for clients. Delfina joined Benjamin F. Edwards in 2019 after transitioning from Morgan Stanley, where she worked alongside other experienced financial advisors to establish the Naples office. Her role involves supporting wealth management services with a focus on trust, integrity, and client-first service.123

She is part of the Meland Kahl Wealth Management team at the Naples branch, which specializes in areas such as financial planning, portfolio management, estate planning, and insurance reviews.13 Delfina resides in Bonita Springs, Florida.4

Highlights

Naples, FL Financial Advisor Branch Office - Benjamin F. Edwards
Naples, FL Financial Advisor Branch Office - Benjamin F. Edwards
Meland Kahl Wealth Management | Financial Advisors
Meland Kahl Wealth Management | Financial Advisors
Jan 1 · dir.ca.gov
Workers' Compensation Appeals Board - Panel decisions
Apr 24 · businesswire.com
Benjamin F. Edwards & Co. Opens Office in Naples, Fla.
Benjamin F. Edwards & Co. Opens Office in Naples, Fla.
Benjamin F. Edwards & Co. Opens Office in Naples, Fla.

Related Questions

What specific investment strategies does Delfina Buenrostro specialize in?
How long has Delfina Buenrostro been working at Benjamin F. Edwards & Co?
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How did Delfina Buenrostro transition from Morgan Stanley to Benjamin F. Edwards & Co?
What is Delfina Buenrostro's approach to long-term financial planning?
Delfina Buenrostro
Delfina Buenrostro, photo 1
Delfina Buenrostro, photo 2
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Location

Naples, Florida Area