Kensington AMI is a trusted and experienced Fiduciary Investment Advisor based in Burbank-Toluca Lake, California. With over 30 years of expertise, they specialize in personalized financial planning, investment management, and cash and banking management services for a diverse range of clients, including private holdings clients, business owners, and retirement plan investors. As a fee-only advisor, they prioritize client interests by offering objective advice, expert management, and a focus on clear and thoughtful communication.
Founded by Benjamin Lupu CFP, Kensington AMI emphasizes investment prudence, risk control, and high-quality asset selection to deliver excellence in financial services. They pride themselves on being a person-to-person human relations business, building strong relationships with clients and understanding the financial and psychological challenges of the modern world. Whether serving the local Burbank-Toluca Lake community or clients nationwide, Kensington AMI is dedicated to guiding individuals towards financial security.
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