Kensington A.M.I.

Specialties

Financial Security and Freedom Begins With a Trusted Adviser and a Clear Financial Plan. CFP® Certified Financial Planner. Over 30 Years experience in Investment Management and Financial Advisory. We are a Fee-​Only Adviser, we do not charge commissions. Expert management of Private Portfolios, 401K Plans, IRAs, Rollovers, and Retirement Assets. Comprehensive Financial Planning;. Client Assets held at Fidelity Investments. We also offer Business advisory services. Before making any investment or transaction, make sure to get a full disclosure of vital information.

Please Note: Certain regulatory agencies governing Registered Investment Advisers may routinely monitor testimonials about this business. Kensington A.M.I. LLC cannot prevent the public from posting positive or negative comments on this or other sites.

Specializing in Financial Planning and Prudent Management of Financial Portfolios for Private Holdings Clients, Business Owners, Medical and Dental Professionals and Retirement Plan Investors, Kensington A.M.I. offers clients a generation of financial planning knowledge, expert investment management and economic insight.

For more than 25 years, Kensington A.M.I. LLC Founder and Chief Investment Officer Benjamin Lupu CFP® has served selected private investors, business owners and pension plan clients with careful attention to prudence, risk control and positive client experience.

History

Established in 2007.

Over 30 years of financial and investment expertise. Holistic Financial Planning and Investment Management. Our Relationships are Special; we become part of making your future safe, secure happy and prosperous.

We make the challenging process of investing, managing finances and financial planning profitable, interesting and rewarding.

Kensington A.M.I. is a Fee Only Advisor, we do not work for commissions. The Holistic style method characterizes our way of doing business. Our financial management system is not just about what you own, it’s equally about what you avoid owning. Keeping clients safe from hyper-​marketed junk investments is at the core of our methodology. Asset purity, transparency, straightforwardness and professionalism are what we stand for. This is what we mean when we say our method is a form of «Addition by Subtraction».

Meet the Business Owner

Benjamin L.

Business Owner

Kensington A.M.I. Chief Investment Officer Benjamin Lupu CFP® has been managing financial and business portfolios for select private holdings investors, IRAs, Corporate and Private 401Ks, pension accounts, and select high net worth clients since 1980. In order to protect clients from the many hazards of modern business affairs and financial markets, we are particularly discriminating as to the quality, transparency and liquidity of invested assets.

Over 30 years investment advisory industry experience, Including

Former VP at Wedbush Securities, and VP at Morgan Stanley Dean Witter.

Past President, current board member of the Rotary Club Studio City– Sherman Oaks. Founder and Chair of Studio City Music Festival Committee. Member Civilian Police Advisory Board; LAPD N Hollywood Div.2^nd Degree Black Belt Yoshikai Karate, Red Belt Hapkido. Civilian Pilot, Member AOPA.