Ben has worked in the industry since 2016. Prior to Capital Management Group, Ben was a Regional President at Equitable Advisors. Ben focuses his practice on holistic financial planning: providing investment and risk management strategies, cash flow & lifestyle planning, employee benefit optimization, and overall financial education to individuals and families.
He is a graduate of University of Michigan with a dual Bachelor’s degree in Psychology and Political Science. He holds the FINRA Series 7, 63, 65, and 24 securities registration as well as Life, Health, and Disability Income insurance licenses. Ben also earned his Certificate in Retirement Planning from the University of Pennsylvania’s Wharton School in 2018. Ben lives in Manhattan and enjoys traveling, skiing, and cycling.
CA Insurance Lic. #0L34924