Benjamin is a Financial Planner with One to One Financial Advisors. He provides objective and customized insurance and investment strategies to help meet the financial needs of his clients.
Benjamin says, “My goal is to understand what is important to every one of my clients and to provide them with a roadmap toward their financial future. Whether working with corporate, non-profit, healthcare or individual clients, my goal is to provide objective, sound financial guidance based on each client’s goals, objectives and personal needs.”
Benjamin earned his Bachelor of Arts in Psychology at the University of Louisville.
Benjamin holds the following designations: Certified Financial Planner, CFP®, Certified Fund Specialist, CFS®, Chartered Life Underwriter, CLU®, Chartered Advisor for Senior Living, CASL®, Chartered Financial Consultant, ChFC®, and Retirement Income Certified Professional, RICP®.
Benjamin is a 15-year resident of Carmel, Indiana with his wife and two daughters. In his free time, he loves to spend time with his friends and family. He also loves sports of all kinds.