Justin
Nardo
Benefit Financial Services Group
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About this Advisor
Justin Nardo is a certified financial planner based in Phoenix, Arizona who has 4 years of relevant experience. Nardo is currently employed by Benefit Financial Services Group. During their career, Nardo has held roles at Pacwest Financial Management, Inc, Fidelity Brokerage Services LLC, Arizona State University, Strategic Advisers, Inc, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC and Benefit Financial Services Group. Nardo has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Arizona. Benefit Financial Services Group is a financial advisory firm headquartered in Irvine, CA. The investment advisory business has a total of 32 employees. It has $977 million in total assets between its 1,978 client accounts, placing it among the larger investment advisory firms in the United States by assets under management. The firm advises 10 charities and foundations. Of its 1,978 customer accounts, 33% are held by high-net-worth clients who have at least $1 million in investable assets. The company offers a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial advisory services largely depend on which services are offered. Fees billed by Benefit Financial Services Group can consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Benefit Financial Services Group Brokerage Details
$976,966,481
32
1,978
$493,916
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Justin Nardo Work History
Justin has been registered as a financial advisor for 4 years.*
Benefit Financial Services Group
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Fidelity Brokerage Services LLC
Strategic Advisers, Inc
Pacwest Financial Management, Inc
Arizona State University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Justin Nardo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Benefit Financial Services Group
Irvine, CA
Irvine, CA
Irvine, CA
Phoenix, AZ
Phoenix, AZ
Irvine, CA
Reno, NV
Irvine, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
