Carl Benanty

, CFP®
Investment Advisor Representative
CERTIFIED FINANCIAL PLANNER

Education

  • Certified Financial Planner (CFP®) - 1995, College for Financial Planning
  • Graduate Degree in Banking - 1984, University of Colorado
  • Bachelors of Business Administration, Finance Major - 1985, Western Connecticut State University

Experience

  • Financial Advisor - White & Luff Financial Inc./Raymond James Financial - 2006 to present
  • Senior Vice President, Consumer Banking - First National Bank of Santa Fe - 2001-06
  • Senior Vice President, Financial Services - New Mexico Educators Credit Union - 1999-01
  • Del Norte Credit Union - 1994-1999
    President, Goldenwest Services, Investments & Securities
    Senior Vice President, Lending, Operations
  • Fleet Bank, N.A., Hartford, CT - 1968-94
    Director - Community Banking Operations,
    Consumer Lending, Systems & Programming

Areas of Expertise

  • Financial Planning, Asset Allocation, Mutual Funds, Investment Management for individuals, businesses and retirement plans

Organizations

  • Santa Fe Chamber of Commerce
  • Financial Planning Association
  • Resident of Santa Fe since 1994
  • FINRA Series 7 and 63 licensed - Life/Health/Variable Annuity licensed

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.