Ben Wuerffel, CFP®, AIF® in

Ben Wuerffel, CFP®, AIF®

Questioner · DISC type c
President at Capital Analysts of Jacksonville
📍 Jacksonville, Florida, United States

Ben is the President of Capital Analysts of Jacksonville, where he applies his expertise in financial planning and wealth management. He is a Certified Financial Planner (CFP®) and earned a Graduate Certificate from the University of Florida.

Outside of his professional life, Ben dedicates his time to community involvement, serving as a Board Member for the Boys and Girls Clubs of Northeast Florida and the Fellowship of Christian Athletes.

Ben has been recognized for his contributions to financial planning, serving on the Advisory Council for the University of North Floridas College of Finance.

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Experience
20 Years
Current Role
President
Location
Jacksonville, Florida, United States
Personality Overview

How Ben shows up

Value Seeker
Systematic
Cautious & Analytical

They are more likely than others to negotiate on pricing and terms. They prefer to do thorough analysis of any situation. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Priorities

Topics Ben cares about

Wealth Management
As President of Capital Analysts of Jacksonville, Ben focuses on providing objective advice and customized solutions for high-net-worth clients.
Financial Planning
Ben is a CERTIFIED FINANCIAL PLANNER™ and leads a firm specializing in comprehensive personal financial planning and pre- and post-retirement planning.
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Career

Work history

1-2020
President
Capital Analysts of Jacksonville
10-2019
Advisory Council Member - Financial Planning
University Of North Florida - College of Finance
1-2018
Board Member
Boys and Girls Clubs of Northeast Florida
1-2012 - 1-2018
Board Member - Chairman
Project SOS
3-2011
Board Member
Fellowship of Christian Athletes - Blueclaws Baseball Foundation
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2012 - 2013
Graduate Certificate
University of Florida
2001 - 2005
Bachelor
University of North Florida
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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