Professional
Background Benjamin Voigt
Mission
“My clients are accomplished executives and owners of closely- held businesses who excel at what they do. They typically have little time or desire to focus on their own financial affairs, yet they want to find a way to manage this aspect of their personal lives as effectively as they manage their professional lives.”
"My Mission is to help my clients lead thier lives by design, not by default."
Ben Voigt
Prior Experience
Ben gives his clients the benefit of his financial acumen and perspective gathered from over 13 years in the financial services industry.
Financial Services Consulting
Consultant at Accenture
Education
University of Notre Dame
Bachelor of Arts degree in Psychology, 1998
Professional Designations and Certifications
Ben has obtained the following professional certifications and designations to further enhance his ability to provide financial solutions to his clients.
Certified FinancialPlanner™ (CFP®)
The Certified Financial PlannerTM (CFP®) certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.
Chartered Life Underwriter (CLU®)
The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU®, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU® designation symbolizes continuing growth and commitment to professionalism.
Associations and Memberships
National Society of Insurance and Financial Advisors (Since 2001), www.naifa.org
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