Ben became a Financial Representative with International Planning Alliance in November 2019. He joined IPA after a 12-year career as an audit and accounting professional with KPMG, The Siegfried Group and JP Morgan Chase. Ben holds his CPA as well as his Bachelor of Science in Accounting from Penn State University. He and his wife Lauren currently reside in Atlantic Highlands, NJ with their son Lucas and daughter Olivia.
Ben focuses his practice on working with families, as well as fellow mid-career professionals. He enjoys explaining financial concepts and decisions to his clients using the athletic principals he has learned over the course of 30 years of being an amateur athlete. Every athlete works with a coach to enhance their strengths and improve their weaknesses - finances deserve the same care.
Read Ben's latest contribution to the IPA Ideas blog:
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 300 Broadacres Dr. Suite 175 Bloomfield, NJ 07003 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. International Planning Alliance, LLC is not an affiliate or subsidiary of PAS or Guardian.
CA Insurance License #4094907
*Not practicing CPA for Guardian or any subsidiaries or affiliates thereof.
International Planning Alliance is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor.