Ben Voigt CFP®, CLU®, RICP®, CPWA® in

Ben Voigt CFP®, CLU®, RICP®, CPWA®

Balancer · DISC type S
Private Wealth Advisor at Heritage Planning Partners
📍 Greater Chicago Area, United States

Ben Voigt is a Private Wealth Advisor at Heritage Planning Partners with over 20 years of experience helping clients achieve financial security. A graduate of the University of Notre Dame, he holds CFP® and CLU® designations and specializes in retirement income planning. He has been recognized multiple times by Northwestern Mutuals Forum Group for his performance.

Originally from La Grange, Ben now lives in Glen Ellyn, Illinois, with his wife and three children. He is an active community member, serving on the DuPage County Estate Planning Council and his local parish finance committee. He spends his free time golfing and coaching his kids sports teams.

Ben has been honored ten times by Northwestern Mutual for his commitment to helping clients plan for and achieve financial security.

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Experience
26 Years
Current Role
Private Wealth Advisor
Location
Greater Chicago Area, United States
Personality Overview

How Ben shows up

Process-Oriented
Empathetic
Slow To Decisions

They are courteous and respectful but practical. They are comfortable taking long term decisions. They like following the process even if it takes time to reach any conclusion.

Priorities

Topics Ben cares about

Retirement Income Planning
This is his primary focus as a wealth management advisor, where he helps pre-retirees and retirees create practical plans to meet long-term goals.
Family Financial Security
His professional focus is on helping families navigate major life decisions and secure their financial future, a theme reflected in his client stories.
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Career

Work history

1-2017
Private Wealth Advisor
Heritage Planning Partners
10-2001
Wealth Management Advisor
Heritage Planning Partners
10-1998 - 6-2001
Consultant
Accenture
In the press

Media appearances

Wealth Management Advisors launch Heritage Planning Partners. Featured in Daily Herald
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Education
1995 - 1998
BA
University of Notre Dame
Social presence
in
Behavioral profile

DISC profile (public)

S

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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