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Ben Stein, CPFA

Ben Stein, CPFA

Qualified Plan Advisor

As a Qualified Plan Advisor, Ben conducts educational seminars and helps participants understand the importance of financial planning. He is also responsible for designing and developing educational content and data analytics related to company sponsored retirement plans. Ben earned his CPFA designation which emphasizes a heavy focus on the fiduciary responsibilities involved in the qualified plans space.

Ben works with plan participants and clientele in planning and saving for their retirement, he assists with Life, Long-term Care and Disability Insurance planning for plan participants, clientele and their families.