Benjamin Britt, CFP, CLU in

Benjamin Britt, CFP, CLU

Wealth Management Advisor at Northwestern Mutual
📍 San Dimas, California, United States

Benjamin Britt is a Wealth Management Advisor with Northwestern Mutual, holding CFP and CLU certifications. A graduate of The University of Texas at Dallas, he focuses on building comprehensive financial plans, specializing in assisting medical professionals with their unique financial challenges.

He holds a strong personal conviction that financial planning should commence as early as possible in ones life and career.

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Experience
15 Years
Current Role
Wealth Management Advisor
Location
San Dimas, California, United States
Personality Overview
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Priorities

Topics Benjamin cares about

Medical Professional Finances
He specializes in creating customized financial strategies that address the unique challenges faced by professionals in the medical field.
Comprehensive Financial Planning
As a CFP, his mission is to build holistic financial plans for families and businesses to help them achieve financial security.
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Career

Work history

9-2010
Wealth Management Advisor
Northwestern Mutual
In the press

Media appearances

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Education
2006 - 2009
ATEC/Business Admin
The University of Texas at Dallas
Social presence
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