Benjamin Agron is a Financial Advisor at Capital Advantage. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®), 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 began his financial services career in 2003. After working as both a Private Banker and a Financial Advisor at Wells Fargo for ten years, he became a Financial Advisor at Mechanics Bank, primarily working with affluent individuals and their families. Ben joined Capital Advantage in 2015.
During Ben’s college years, he spent a year abroad in Israel, where he volunteered as an Emergency Medical Technician at Magen David Adom, the Israeli national emergency medical service.
Ben lives with his wife and daughter in Walnut Creek. In his time outside of work, Ben enjoys hiking the East Bay hills, spending time outdoors with friends and family, and playing cards and board games--his grandparents taught him his favorite, Gin Rummy, at an early age.
BA in History, California Polytechnic State University, San Luis Obispo, CA
Ben Gurion University, Israel
Volunteer, Board Member, Temple Isaiah in Lafayette
Co-Chair Parent Committee, Gan Ilan Preschool