Welcome to Ben-David Financial Planning. We are an independent, fee-only financial planning and investment advisory firm in Menlo Park, CA.
Please take a moment to browse through our website, and learn more about our firm and its services. Feel free to contact us with any questions or comments or to schedule a free initial consultation.
Dori Ben-David founded Ben-David Financial Planning, a fee-only financial planning firm, out of a conviction to help individuals maximize their finances in order to fully realize their goals and live a healthy, balanced life. For Dori, Ben-David Financial Planning is not just a business, it is an extension of her personal values. She uses her knowledge in finance to empower individuals by guiding them through the steps necessary to optimize their unique financial circumstances and not feel stress around finances so that this energy can be used on something else like living life!
Dori is an independent Certified Financial Planner (CFP®) practitioner and Registered Investment Advisor (RIA). She has worked in the professional financial services industry since 1998.
Dori graduated Phi Beta Kappa from Tulane University in 1997 with a Bachelor of Science degree in Economics. After spending two and a half years providing financial consulting services to small businesses, she realized that her true interest lay in individual financial planning. She began related coursework at University of California, Berkeley Extension while simultaneously earning her certification as a Tax Preparer. From the Spring of 2001 through 2003 she practiced personal financial planning to individuals at Weil Capital Management, a personal financial planning and asset management firm in Palo Alto, CA. In November 2002, she earned her Certificate in Personal Financial Planning from University of California, Santa Cruz Extension, and soon after she received her Certified Financial Planner (CFP®) designation.
Dori served for three years on the Board of Directors of the Silicon Valley Financial Planning Association, a national trade organization for financial planners. She was responsible for coordinating monthly speaking engagements to financial planners on topics relating to innovative financial planning practices. She frequently delivers her own financial planning topic seminars to companies throughout the Bay Area for Balance, a financial education company based in San Francisco. She has conducted seminars on topics such as Developing a Financial Plan, Protecting Your Assets, Budgeting, Financial Planning for Women and Tax Planning.
Dori began Ben-David Financial Planning with the goal of providing quality financial services to individuals in order to facilitate comfort and balance in their personal and financial lives.