$1,000 Free Move Protection with Jon Benecke in Roseville

Jon Benecke

Jon Benecke, MBA, CFP®, CRPS™, AAMS®, CEPA®, is a Financial Advisor with Ameriprise Financial Services, LLC in Roseville, California, helping individuals, families, business owners, and professionals throughout Placer County and the Greater Sacramento region build personalized financial strategies around the goals that matter most to them. With eight years of financial-services experience, Jon focuses on investments, retirement planning strategies, and financial planning for small businesses, combining comprehensive financial advice with an emphasis on long-term relationships and helping clients make informed, confident financial decisions. As a CERTIFIED FINANCIAL PLANNER® professional and Certified Exit Planning Advisor®, Jon brings specialized knowledge to clients navigating important financial transitions, including retirement and business succession or exit planning. He also holds the Chartered Retirement Plans Specialist™ and Accredited Asset Management Specialist™ designations, reflecting his continued commitment to professional education and comprehensive financial guidance. Before transitioning into financial services in 2018, Jon spent 22 years in the international shipping industry, where he held a variety of leadership positions and developed the strategic thinking, business perspective, and problem-solving skills he now brings to his financial advisory practice. A second-generation financial advisor, Jon places a strong emphasis on family values, personalized service, and developing relationships designed to evolve alongside his clients' lives and financial priorities. He earned his bachelor's degree in Business Administration from California Maritime Academy and his MBA from the University of Redlands. Jon is also actively connected to the Northern California business and real estate communities through professional organizations that have included the Placer County Association of REALTORS®, Sacramento Regional Builders Exchange, Roseville Chamber of Commerce, Construction Financial Management Association, and North State Building Industry Association. Whether helping someone prepare for retirement, develop an investment strategy, plan for the future of a business, or bring greater organization and direction to their financial life, Jon Benecke provides personalized financial guidance backed by professional credentials, extensive business leadership experience, and a commitment to helping clients pursue their long-term goals with greater confidence.