Ben P.
Associate Wealth Advisor @ Focus Partners Wealth | Chinese Adoptee
- Role
- Associate Wealth Advisor at Focus Partners
- Location
- Bellevue, WA, US
- LinkedIn followers
- 500 followers
About Ben P.
Fostering growth, whether in retirement preparation, next-generation planning, or…
Experience
Associate Wealth Advisor
Apr 2025 — Present · Bellevue, WA, US
Focus Partners WealthFocus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do.Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC\'s website at Wealth Management, LLC merged with Focus Partners Wealth in February 2025 What I post here is my opinion, not the opinion of my employer. This information is provided for general information purposes only and should not be construed as financial, tax, or legal advice.
Education
Central Washington University
Bachelor of Science - BS
2019 — 2023
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