Our skilled team is known for their clear and kind communication, superior service, and careful consideration of your valuable time.
Ben BenZaken, CEO®
Securities Registrations through LPL Financial: 06, 07, 24, 63, 65
Life and Health Licenses, State of HI
Benjamin BenZaken is the President and Wealth Manager of BenZaken Investment Group a Retirement Wealth-Care, LPL Registered Principal, Charted Retirement Plans Specialist, & a Radio host.
Ben worked for 11 years at First Hawaiian Bank as a Senior Investment Officer where he gained extensive banking knowledge and financial advisory experience. Ben has been a financial coach for 30 years helping many individuals, small and large companies, and family trusts.
Ben's greatest impact at work is the ability to save people time!
Ben attributes our firm’s success to hard work, competence and never giving up attitude. "Working in the financial industry one must have enduring and effective professional relationship with our clients. It must be built on our core characteristics including: integrity, trust, credibility, experience, education, true intent to help others, consistency of good service, capabilities of trade, and strives to deliver results not just performance."
Ben's passion and burning desire is to help you financially retire.
Today, as an Independent LPL Financial Advisor (2009-Present) Ben has been helping people find the right information, and coaching them about wealth accumulation. Ben is the host of a live, call-in radio program “It’s All About the Benjamins” covering relevant ideas about investments, insurance, and tax benefit changes pertaining to retirement planning. We believe in educated counseling with your investment decisions, reliable calculations for your retirement-lifetime-income planning and an honest study (need analysis) for a low cost life insurance and long term care insurance. We should seek independency and sustainable wealth in life. Ben invested many years of research utilizing comprehensive strategies to manage money, coach and educate clients about the loss of income due to mature age in retirement, seeking ways to create, grow and preserve your assets from the unknown.
Ben has the courage to act in accordance with our core values and beliefs. Our motive and intent are straight forward and based on mutual benefit.
We believe in "Doing more for Less" and we can coach you how to do it!
Do you need Life Insurance or long term care insurance? Do you need guaranteed monthly income at retirement? Is it possible to protect your future? The wise and wealthy know that leverage in finance is the name of the game. So, how do you win the game of money? Ben coaches and advise on investment opportunities with the goal to create new revenues to you, family and your business.
How do you keep things simple, while cost cutting for added value?
Giving back is important to us, so we have committed to give kids first, kids in our communities and yours by teaching them “How to fish” providing the keikis (kids) the tools to be financially Akamai (smart). Ben acquired numerous awards and recently been named to the “Outstanding client Service” Director’s Club 2015 and 2016 with LPL Financial based on annual production.
Benjamin can help you in the areas of: Investment decisions, Retirement-Life-Income-Planning, Life and LTC Insurance.
Helen Chang, LPL Financial Advisor
Security Registrations through LPL Financial: 07, 66
Life and Health Insurances, State of HI
Helen is a LPL Financial Advisor who works closely and personally with her clients. She values integrity and the value of putting clients’ interests first. Helen exudes a genuine passion to provide solid service to clients, prioritizing their needs, and developing customized plans for clients with one thought in mind: how would they really want to spend the rest of their lives. Born and raised in Hawaii, and a graduate of Santa Clara University, Helen has been in the Financial Industry for 11 years. She currently resides on the Windward side, with her husband and three daughters. Every day, Helen makes sure to handle both business and family with enthusiasm and devotion.
Shelby Wong, Administrative Associate
Shelby is currently studying for the General Securities Representative Exam to become a registered representative. Born and raised on Oahu, Shelby graduated from Kamehameha Schools Kapalama in 2011. Since beginning work at the BenZaken Investment Group in 2014, Shelby loves her job and looks forward to fostering new relationships with clients. When she is not working or studying, she loves to go to the beach with her family.