Ben believes that helping someone achieve their financial goals is a step toward enabling that person to live an authentic and fulfilled life. He enjoys seeing his clients doing the things that matter most to them. Ben has over 15 years experience working in the financial services industry.
He specializes in working with clients that are seeking advice on the transition to retirement and all of the complexities involved in making that change. He also works with mid-career professionals that are juggling several financial goals that are often difficult to prioritize because of how important all of these goals are to that particular family.
Ben’s thoughts on financial planning have been featured in national publications including Forbes, HuffPost, U.S. News & World Report, and PBS’ Next Avenue.
Ben resides in Scarborough with his wife and their two children. He serves on the Board of Directors of the Financial Planning Association of Northern New England.
15+ years of investment and financial services experience
Bigelow Investment Advisors, Senior Advisor
Key Investment Services, Financial Advisor
KeyBank NA, Relationship Manager & Branch Manager
Isenberg School of Management, UMass Amherst, MBA
Merrimack College, Advanced Certificate of Study in Financial Planning
University of Maine, BA in Psychology, minor in Business Administration
MEMBERSHIP & CERTIFICATION:
CERTIFIED FINANCIAL PLANNER™ certificant
Financial Planning Association (FPA)
CFP: Certified Financial Planner. Accredited by the National Commission for Certifying Agencies (NCCA), this designation is issued by the Certified Financial Planner Board of Standards, Inc. (CFPBS) and is granted to individuals who complete a CFP Certification Examination. Once issued, the candidate is required to complete 30 hours of continuing education every two years and must continuously meet the standards administered by CFPBS.