Newport Securities
43yrs
Top advisor by experience in Temecula
9yrs
Based in Temecula, California, Benjamin Rones is a fiduciary financial advisor with 9 years of industry experience. Benjamin joined R & R Financial in 2024, after five years at Thrivent Investment Management and two years at Nepsis. Benjamin holds the CFA designation.
One of 166 advisors with offices in Temecula, and one of 148 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
OfficeTemecula, CA
FirmR & R Financial
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$294,299
Advisors at the firm3
States licensed ?1 state
Services through R & R Financial
Financial planningInvestment management for individuals and small businessesEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowR & R FinancialCurrent firm
- 2020 – 2024Thrivent Investment Management Inc.Previously
- 2017 – 2020Nepsis, Inc.Previously
Contact Benjamin
(951) 553-5262R & R Financial main office Temecula, CAOffice · Get directions Firm websiterr-financial.comIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Benjamin
Tailored to Benjamin’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Benjamin
How do I contact Benjamin?
Call R & R Financial at (951) 553-5262 and ask for Benjamin Rones. Benjamin works from the Temecula, CA office.
How long has Benjamin been a financial advisor?
Benjamin has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Benjamin hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Benjamin a fiduciary?
Benjamin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Benjamin paid?
R & R Financial reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Benjamin for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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