Benjamin, or Ben, is a seasoned Certified Financial Planner (CFP®) with over two decades of experience specializing in personal financial planning. Graduating from Trinity University in 2002 with a BS in Business Administration, Ben's concentrations in Marketing and Management, along with a minor in Economics, provided him with a strong foundation for his career in finance. His passion lies in helping individuals realize their financial dreams through thoughtful planning and strategic advice. Ben's commitment to the community extends beyond his professional role, as he serves as a De-Facto Board Member and Chair of the Investment Committee for the Jewish Federation of San Antonio. Ben enj