Trent J. Benedetti, CPA, CFP, RIA, graduated from California Polytechnic University at Pomona, California with a Bachelor of Science degree in Accounting in 1982. After working for four different regional CPA firms he opened his own practice in Santa Maria, California. The tax and bookkeeping practice started in October 1982 and began operating as a corporate certified public accounting firm, Benedetti & Associates, CPA, Inc. on October 1, 2000.
The firm consists of employees specializing in accounting/taxes and financial services, including two CPA’s, two full-charge bookkeepers, an accounting clerk, office manager, administrative financial planning assistant, insurance specialist and secretary. Benedetti acts primarily as a financial coach/counselor, fee-based investment adviser and CPA tax consultant.
The company works with small/medium size businesses for their tax and accounting needs. Additionally, Benedetti works with startups, tax planning strategies (entity choice, benefit plan options, pension/profit sharing choices) and budgeting issues.
In addition to holding his CPA license (CA #79502) Benedetti is a Certified Financial Planner (CFP board ID#062661), and passed NASD securities licenses 6, 7, 24, 63 & 65 and State of California insurance license (0A83750). Benedetti is also trained by the Dave Ramsey organization as a financial counselor.
Trent J. Benedetti is a Registered Investment Adviser with the State of California Department of Corporations (file number 923-4337). As a fee-based financial advisor he counsels businesses and individuals on investment advice. For online public disclosure go to http://adviserinfo.sec.gov. Then, choose left pane “Investment Adviser Search”. Then, search contains “Benedetti”.
The financial planning practice has a special emphasis on financial literacy. Benedetti counsels clients on debt free living, tools to develop an emergency fund, wants/needs analysis, and the importance of a “purpose driven” budget. After the basics (“four-walls”) and stability issues (life insurance, health insurance) are taken care of Benedetti works with clients towards their financial future with savings/investment strategies, principal protection along with growth are the emphasis. In addition, Benedetti manages client investments, including pensions, individual retirement accounts and other savings. The Benedetti philosophy of Free Markets work relies on client education as the cornerstone to avoiding mistakes in a portfolio.
Benedetti is a member of both the American Institute of Certified Public Accountants and the Society of California Accountants.
Benedetti has always given back to the community by volunteering for various organizations. A partial list includes:
Elected to the Santa Maria Valley Chamber of Commerce in June 2007. Serving as co-chair of the Santa Maria Valley Chamber of Commerce, Business Development Committee. 2006 – present. Benedetti also serves as 1nd Vice-Chair on the Chamber Board.
City of Santa Maria Planning Commission, serving 1990-2005, having served as chairman three different years.
Current Treasurer of the Committee to Improve North County (Committee INC) a nonpartisan political action committee committed to working on issues important to our north Santa Barbara County quality of life, including job creation and affordable housing. Board member since January, 2000. Benedetti served as Chairperson for two terms.
Current President of the Santa Barbara County Finance Corporation (2001 to present), tasked with governance of the Santa Barbara County COP municipal bonds, funding county facility construction projects.
Benedetti is active in the Knights of Columbus, serving as a board member of the Saint Louis de Montfort Catholic Church, Orcutt, CA, Council #11137, previously served as President, (Grand Knight) two terms July 2008 to June 2010. Currently Benedetti serves as a Board Trustee.
In 2008-2011 Benedetti served as Chairman of the Parish Fundraising Project for the two-million dollar Parish Community Center. This project started nearly 4 years ago (October 2007) and was successful in spite of the recessionary times. Additionally, Benedetti serves as a member of the Parish Finance Council.
Board Member of People for Leisure and Youth (PLAY foundation), a founding board member, the PLAY foundation is the fund raising 501-C-3 arm of the City of Santa Maria recreation and parks programs. Trent served 1994-2005.
Founding board member of the Central Coast Soccer Foundation – tasked with acquiring and operating a youth soccer facility of approximately 20 to 30 fields.
Saint Joseph High School, Santa Maria, CA – Boy’s Varsity Soccer Coach, 2001 to 2003. Prior to that Benedetti was assistant coach to girl’s varsity at SJHS, Hancock Community College women’s soccer and head coach of various club and recreation teams for over twelve years.
Past president of the Santa Maria Valley Junior Chamber of Commerce. Served three years as a state officer in the California Junior Chamber of Commerce. Benedetti was recognized as State Officer of the Year. Also, he received lifetime achievement award as a Jaycee International Senator #47907.
Trent was born in Whittier, California, in 1955. Raised in southern California, graduated from Whittier High School in 1973 and married to Barbara for 35 years. They have four children and three grandchildren.