Ben T.
Cfp, Senior Managing Director @First Foundation Inc
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WORK HISTORY
Cfp, Senior Managing Director @First Foundation Inc
EDUCATION
College for Financial Planning
Certified Financial Planner®
Chapman University
Bachelor of Science-Business Administration
UC Irvine
Personal Financial Planning Certificate Program
ABOUT BEN T.
With over 27 years in financial services, currently serving as Senior Managing Director at First Foundation Advisors, formerly The Keller Group, bringing expertise in financial planning and investment management to empower clients. Proficient in developing tailored financial strategies, our team collaborates to provide comprehensive solutions that align with client goals. Committed to fostering trust and delivering value, contributing to a culture of excellence and client-first service. A Certified Financial Planner® dedicated to helping individuals and families achieve financial clarity and security.
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