Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Our team approach adds perspective to all we do and provides increased benefits to our clients.
Meet Our Team
Kate Frizzie (Mesa)
LPL Financial Advisor | CA. Life License #0K06853
209-625-8521
Kate Frizzie (Mesa) is a Financial Advisor with LPL Financial. She employs vast resources to bring the right expertise and tailored financial solutions designed to pursue her clients’ specific needs. While focusing her business on...
Maria Quesada
Client Services Representative
209-625-8521
Maria brings with her a wealth of knowledge to Kate Frizzie Financial, having over 20 years of experience in the Financial Service industry. Previous employment with UBS Financial was where Maria served for 20 years, servicing up to 6...
Stephen Benjestorf
LPL Financial Advisor | CA. Life License #0727637
209-625-8521
Steve Benjestorf is an Investment Management Consultant with over-26 years of experience in the Financial Service industry. Steve has previous worked in various banks as a Financial Advisor before becoming affiliated with UBS Financial...
Paula Benjestorf
LPL Financial Advisor
209-625-8521
One of my passions is helping people make good decisions. Being a Financial Advisor affords me the wonderful opportunity to assist and manage people’s financial planning every step of the way through their life. I especially love...