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Ben Jennings

Director of Financial Life Planning, Director Of Planning Research, Lead Advisor, Certified Financial Planner™

SoundView Advisors

United States, Washington, Seattle

About Me

Fee-only financial planner (CPA/PFS, CLU, CFP®) with over 25 years' experience as an objective, fiduciary advisor. Enjoy working closely with advisors from other professions in serving common clients. Typical clients include single women, high-income professionals, and near/early retirees. Specialties: Retirement preparation & sustainability planning; connecting resource use with life purpose and values; ongoing, comprehensive, and integrated financial counsel.

Profile Information

Director of Financial Life Planning, Director Of Planning Research, Lead Advisor, Certified Financial Planner™

SoundView Advisors

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Seattle

Washington

United States

May 16, 2024

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