Ben Poulos

Hi all! My name is Ben Poulos, I'm a Certified Financial Planner® and my passion is in Financial Planning. I have been in this field for 5 years now and this career choice has been very rewarding both in terms of a career but also from a moral standpoint. I wear the fiduciary title proudly to best guide my clients priorities and decisions. I also enjoy building meaningful relationships with those who I get the opportunity to speak with. I believe anyone can work out an asset allocation that will fit their needs, but to understand the why requires a specific desire to really serve those in their best interest. This will lead to long lasting relationships given the ability to connect the why to the appropriate recommendation in addition to understanding the education of these decisions. The passion I have for building these connections is one of the main reasons why I have chosen this as my career. Because there is a lack of education in this field, I consider myself a Financial Stewart with the ability to break down some of these complex ideas in a way that resonates with whomever I am speaking with. When meeting with clients or prospects I lead with an understanding of their goals and ambitions, explain where their areas of weaknesses are and come up with solutions and recommendations to adjust to their needs. I find enjoyment in working through complex issues for my clients and prospects as a way to give back to those who don't have the financial acumen.