Benjamin Harvey, CFP®, CPWA®, CLU®, ChFC®
Login to view DISC.Benjamin Harvey is the Founder and Private Wealth Advisor at Summation Wealth Group, recognized by Forbes as a Best-in-State advisor. Holding CFP®, CPWA®, and ChFC® certifications, he specializes in building holistic financial roadmaps for business owners and legacy-focused families, drawing from his education at Colorado College.
Benjamin lives in Colorado Springs with his wife, Lauren, and their two sons. He is passionate about the arts, frequently supporting and attending local events and collecting art with his wife. He also enjoys traveling, entertaining, and experiencing the Colorado outdoors, reflecting his past work building hiking trails.
He holds a Bachelor of Arts degree from Colorado College in Russian and Comparative Literature.
Read the full overview →How Benjamin shows up
Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Topics Benjamin cares about
Work history
Media appearances
DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
More profiles
Discover additional public profiles from our index.
Search more profiles
Looking for someone else? Search here for anyone.