Specialties
About Me
Ben graduated summa cum laude with a degree in accountancy and worked for six years as an accountant with the County of San Diego before founding Koala Financial with his father.
Ben is a Certified Public Accountant (CPA), CERTIFIED FINANCIAL PLANNER™ professional, Chartered Life Underwriter (CLU®), Personal Financial Specialist (PFS™), and real estate agent (DRE #01997240). He is a San Diego native and loves exploring the beautiful outdoors here with his wife and their three children. Ben spends some of his weekends serving as an officer in the California Air National Guard. He is also actively involved with the Chula Vista Rotary Club.
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Interests & Hobbies
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Credentials
CPA, CFP®, CLU®, PFS™
Chartered Designations
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Disclosures
Securities offered through Avantax Investment Services(SM), member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services(SM) . Placing business through Avantax Insurance Agency(SM) and Avantax Insurance Services(SM). CA # 0728219.