Benjamin Smith
Greater Seattle Area,United States
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Benjamin Smith is a seasoned Certified Financial Planner™ (CFP®) dedicated to empowering individuals and families to achieve their financial aspirations. With 15 years of experience in the financial services industry, Benjamin offers comprehensive financial planning, focusing on retirement strategies, investment management, estate planning, and risk mitigation. He is passionate about building long-term relationships with his clients, grounded in trust, transparency, and a deep understanding of their unique goals and circumstances. Benjamin's approach involves educating clients, simplifying complex financial concepts, and crafting personalized roadmaps to financial well-being. He adheres strictly to the fiduciary standard, always placing his clients' best interests first.
Professional Summary
Benjamin Smith's work history includes a series of influential roles in various companies. Here is a detailed list of his professional journey:
Notable Achievements
Forbes Best-In-State Wealth Advisors (2022, 2023)
Recognized by Forbes as one of the top wealth advisors in New York State for two consecutive years, based on industry experience, assets under management, client retention, and compliance records.
Five Star Wealth Manager Award (2019-2023)
Awarded the Five Star Wealth Manager distinction for five consecutive years, a recognition based on research with peers, firms, and regulatory sources, as well as client satisfaction.
Board Member - Local Financial Literacy Initiative
Actively serves on the board of 'Future Finances NYC,' a non-profit organization dedicated to providing financial education and resources to underserved communities in the New York City area.
Keynote Speaker - Annual Financial Planning Symposium (2021)
Invited as a keynote speaker at the Annual Financial Planning Symposium to discuss 'Navigating Volatile Markets: Strategies for Long-Term Growth and Security'.
Educational Background
CFP® Certification Required Education
College for Financial Planning - Year 2020
Bachelor of Business Administration (B.B.A.), Economics
Seattle Pacific University - Year 2016
Associate of Arts (A.A.), Business
Olympic College - Year 2014
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Company Overview
Briarwood FinancialBriarwood Financial Group is an independent financial advisory firm providing comprehensive wealth management and financial planning services. They specialize in retirement planning, investment management, estate planning, and insurance solutions, catering to individuals, families, and business owners. Their approach emphasizes personalized strategies and long-term client relationships to help clients achieve their financial goals.
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