Capital Advantage is proud to announce that Financial Advisor Ben Agron, CFP®, CRPC® has earned the CERTIFIED FINANCIAL PLANNER™ certification. The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination.
Ben joined Capital Advantage in 2015. In addition to being a CERTIFIED FINANCIAL PLANNER™, he is a Chartered Retirement Planning Counselor (CRPC®) and an Investment Advisor Representative. Ben is part of the investment team, and is responsible for developing and maintaining client relationships, assisting with sales and marketing projects, and financial planning.
Ben lives with his wife and daughter in Walnut Creek. In his time outside of work, he enjoys hiking the East Bay hills, spending time outdoors with friends and family, and playing cards and board games. Ben is also a volunteer and board member at Temple Isaiah in Lafayette, CA.
Please join us in congratulating Ben on his accomplishment!
Capital Advantage, Inc., a premier provider of wealth management solutions, is the largest fee-only independent wealth advisory firm in Lamorinda (Lamorinda, Moraga, Orinda, CA – a suburb in the San Francisco Bay Area)1.
For more information: Contact Ben Agron at email@example.com or 925-299-1500.
1Wealth Management firm is defined as a locally-headquartered, independently-owned fee-only advisory firm that provides both financial planning and investment management services. SF Business Times Top 50, 5-4-18.