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Bennett Baiamonte

In by Mission Wealth

Bennett Baiamonte, Wealth Advisor Associate

Bennett Baiamonte

Wealth Advisor Associate

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"Everything I do is service and relationship driven. My career aspirations are centered around helping individuals and families achieve, not only there financials goals, but whatever is most important to them in life."

As a Wealth Advisor Associate at Mission Wealth, Bennett Baiamonte supports his team in delivering comprehensive financial planning services to clients. He is responsible for analyzing client data, preparing personalized financial plans, and assisting with ongoing wealth management reviews and year-end reporting. Through his attention to detail and strong analytical skills, Bennett helps ensure that each client’s financial strategy is thoughtfully prepared and aligned with their long-term goals.

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Professional Background

Bennett started his financial career at Fidelity Investments, servicing client accounts and resolving a wide range of account-related concerns. This service-focused role became increasingly specialized, particularly in working with different types of retirement accounts and higher-net-worth individuals. While working at Fidelity, he developed a strong passion for advisory work and completed a lot of the work required to become a CFP.

Personal Pursuits

Bennett loves just about anything outdoors, including running, hiking, kayaking, fishing, skiing, etc. He is also a big sports fan, especially football and basketball. He has a family of four, and they are the engine behind everything he does. Bennett married his wife, Tiffany, a little over four years ago. Since they were married, she’s given birth to their two girls, Everly and Oakley. Spending time with them and going on weekend adventures is probably his favorite thing to do.

About Mission Wealth

Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.

Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.
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