Bennett Free

As a Client Relationship Manager and Para Planner at Napa Valley Financial, Bennett Free supports clients throughout every stage of their relationship with the firm. He assists with onboarding, helps build detailed financial plans, and ensures the smooth implementation of advisor recommendations. Bennett also provides administrative and operational support, helping make sure client needs are handled promptly and thoughtfully.

Before joining Napa Valley Financial, Bennett gained experience in both financial software and app development, giving him valuable insight into the intersection of technology and financial planning. Since graduating, he has worked in the financial advisory industry, focusing on improving client experience and supporting advisors with strategic planning tools and processes.

Bennett earned his Bachelor’s degree in International Business from John Cabot University in Rome, Italy, where he developed a global perspective that continues to shape his professional approach.

Outside the office, Bennett enjoys an active lifestyle. He is an Eagle Scout with Troop 516 in Napa and spends his free time playing tennis, surfing, and traveling the world whenever he has the opportunity.