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Ms. Beno began her financial services career in 1999 with Vantage as part of an advisor team. Six years later, she decided to establish her own practice at Vantage in 2007 became registered to offer investment advisory and consulting services. Prior to joining Vantage, Maureen enjoyed a thirteen year career as an analyst with an large energy firm.
Maureen enjoys helping individuals and families develop plans to manage their financial goals and pursue their unique financial objectives. She works hard to cultivate and maintain great working relationships with clients through all stages of their financial lives. Maureen provides advice on investments, a wide range of insurance products, estate planning, and general financial matters that impact a client’s situation. She views each relationship within her practice as a partnership that starts by understanding each client’s goals and ends when the client’s specific needs and goals are met.
Maureen is a graduate of Baldwin Wallace University where she earned a Bachelor's degree in Business Administration with a minor in Finance. She has earned the AIF® designation from the Center for Fiduciary Studies. Maureen is a Registered Representative (Series 6,7,63) through Cetera Advisor Networks LLC, a registered broker/dealer and investment adviser, member FINRA/SIPC, and has her Life, Accident & Health, and Annuity insurance license (CA Insurance License #0F56493). She is an Investment Adviser Representative with Vantage Financial Group’s investment advisory firm.
Denise Mobley