With over 12 years in financial planning, Ben is dedicated to helping his clients achieve their financial goals using proven strategies and systems. As a CERTIFIED FINANCIAL PLANNER™ professional, Ben’s focus area is managing complex projects and consultative financial plans that are completely customized to every individual. He has a BS in Biomedical Engineering and Physics from UNC and is an active board member for the HBADOC. Ben lives in Durham with his wife of 16 years, two teenage daughters, and a small petting zoo of goats, chickens, turkeys, ducks, two cats and a dog.
CA Insurance Lic.# 0M27196