Benchmark Financial
Benchmark Financial Group is a team-based financial services firm independently owned and operated in South Florida. Being affiliated with one of the largest local CPA firms, we help business owners and families like you streamline and simplify your financial life by coordinating with your other professional advisors, such as accountants, attorneys and insurance agents. Our integrated solution and
06/03/2025
Benchmark Financial Wealth Advisors is proud to announce that Alex Manolakos, CPFA®, MBA® has attained his CRPS® certification.
The Chartered Retirement Plans Specialist℠, CRPS®, credential is issued by the National Association of Plan Advisors (NAPA), an affiliate of the American Retirement Association. NAPA is a professional organization dedicated to supporting retirement plan professionals through advocacy, education, and networking. Its membership includes financial professionals who work with employer-sponsored retirement plans such as 401(k)s.
The CRPS® designation is awarded to financial professionals who have demonstrated the expertise required to act as a plan fiduciary or to assist plan fiduciaries in managing their responsibilities. Earning the credential requires completion of a rigorous training program and a proctored exam covering fiduciary roles, plan investment oversight, regulatory compliance, and retirement plan design and management. Designees must complete ongoing continuing education to maintain the credential.
Please join us in congratulating Alex on this impressive achievement!
11/09/2022
Benchmark Financial Welcomes
Alex Ligeti, CFA®, Wealth Advisor
Prior to joining Benchmark Financial, Alex worked for PNC Private Bank where he held a variety of different roles within their Asset Management Group. Alex was part of the team that worked on creating risk reduction strategies for clients’ portfolios.
Alex is a Chartered Financial Analyst, CFA®. The CFA® charter is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute.
Alex graduated from the University of Pittsburgh, with a degree in finance and a minor in economics. He played collegiate soccer at Santa Clara University and The University of Pittsburgh.
At Benchmark, he will use his experience and eye for detail to support our financial planning and investment teams and will also spend time helping individuals and families with emerging wealth.
Originally from Boca Raton, a lover of soccer and an assistant soccer coach at North Broward Prep’s high school. He also enjoys playing golf, or in the fall, attending as many Miami Dolphins games as he can.
Please join us in welcoming Alex to Benchmark!
07/02/2022
Land of the free, home of the brave.
Thank you to all those past, present and future who serve(d) our country so we can experience freedom and independence.
Happy 4th of July from Benchmark!
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Address
2351 NW Boca Raton Boulevard
Boca Raton, FL
33431
Opening Hours
| Monday | 8:30am - 5:30pm |
| Tuesday | 8:30am - 5:30pm |
| Wednesday | 8:30am - 5:30pm |
| Thursday | 8:30am - 5:30pm |
| Friday | 8:30am - 5:30pm |