- Steve Benjestorf at a glance
Financial adviser and owner of SB Planning, Inc./partnering with
Raymond James Financial.
24 years experience working in finance.
Lodi High School graduate.
Attended and graduated from colleges in San Diego.
Has been married to Paula Benjestorf for 32 years. Heidi, his
daughter, is currently working with Steve as the Client Service
Representative. His son, Joshua, is currently a student at U.C.
Current CEO of Roundtable of Lodi.
Posted: Friday, December 30, 2011 12:00 am
Steve Benjestorf, financial adviser and business owner, may have
learned all there was to know about Volkswagen auto body work, but
that was not his life’s ambition. He wanted to secure the financial
future of his family, and in doing so found he also wanted to help
and advise others along their path to financial success.
In a lightly edited interview, Benjestorf gives us some insight
on what is means to be a financial adviser.
Friday, December 30, 2011 12:00 am.