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Investment adviser representative · Ben-David Financial Planning

Dorete Ben-David

CRD 4677966 · Shingle Springs, CA

At a glance

Dorete Ben-David is an investment adviser representative with Ben-David Financial Planning in Shingle Springs, CA, according to the SEC’s Investment Adviser Public Disclosure records. Designations on file: Certified Financial Planner.

Current advisory firm

  • Ben-David Financial PlanningSince January 2026Shingle Springs, CA · State-registered or not in the SEC’s list

SEC adviser record

Registered since
2026
Designations
Certified Financial Planner
Exams
–
Registered in
–
Also a broker representative
No
Disclosures on record
None

AtlasMembers

Dorete’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
Locked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.