Meet the team
Don Bentley
CFP®, RICP®, AIF
Vice President, Wealth Advisor
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About Don
As a seasoned financial advisor I am dedicated to helping individuals, business owners and their family members make better financial decisions through conversations, education and planning. With more than 20 years of experience in the financial industry, you can expect a calm confidence, relatability and superior listening skills. My goal is to be a trusted advisor to my clients while guiding them to meet their financial goals.
“Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.”
Fi360 Inc. owns and awards the certification marks “AIF®” and “Accredited Investment Fiduciary®”. Authorized users of the marks have successfully met requirements for initial certification and annual recertification.
Up Close
Enjoys spending time in the outdoors, hiking and exploring historic and new places with his family
Lives in Beverly Hills, MI with his wife and their two daughters
Joined Sequoia in 2019
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Don Bentley,CFP®, RICP®, AIF
Vice President, Wealth Advisor
Stubbornly High Inflation Weighs on Stocks and Bonds