
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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