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Meet the Team 

Our team consists of very experienced professionals who have dedicated their lives to helping people in different ways. 

James Fitzpatrick 

CEO

James Fitzpatrick started his Financial Advisor / Insurance Broker career as an independent broker in 1982. During his 40-plus year career, he has developed strategic planning for companies for their employee benefit and individuals for their Life, Disability Retirement planning & Annuities. As a broker who works with all the insurance companies in the country, it gives him the flexibility/options to meet the specific needs for complete benefit packages for companies/employers with 5 to 500 employees. Known as the "Go-To" financial advisor, his clients benefit from his decades of experience and his vast network of professional associates.

During James' free time he enjoys spending time with his family and friends. He enjoys working out and being outdoors as an avid player of Golf, Disc Golf, Softball, and Pickleball.

President

Sean Fitzpatrick 

Sean M. Fitzpatrick is a financial planner who has a Master’s degree in Business Administration. He also is a Certified Financial Planner™ and a Chartered Financial Consultant™. Sean has been in financial planning for seven years and has developed a passion for helping people. Sean loves education and strives to keep himself as educated as possible. His commitment to excellence for clients is demonstrated with his education and designations. Sean grew up in Thousand Oaks, California. He graduated from California Lutheran University with a bachelor’s in finance and a minor in Financial Planning and received his Master's in Business Administration from CLU as well. Upon graduation with his master’s degree. Sean was admitted into the Sigma Beta Delta International Honors Society for being one of the top students in the program.  Sean was also a student-athlete and played volleyball for both Moorpark College and CLU. In Sean’s free time, he continues to enjoy playing volleyball. He also is a volleyball coach at Moorpark College. He loves to travel and has a fascination for cultures and learning. Sean also enjoys disc golf and working out. He loves nature and exploring new places. 

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TBC Logo (1).png

Corporate Office 

3625 E Thousand Oaks Blvd Suite 238

Westlake Village, CA, 91362 

Phone: +1  805 230 1113

Fax: + 1 805 830 0405

Email: info@thebenefitcenter.com

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2024 FMG Suite.

 

Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Fixed insurance offered through The Benefit Center. TBC Financial, TBC Capital Management, LLC, and The Benefit Center are not affiliated with Cambridge. Cambridge does not offer tax or legal advice.

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