NAPFA Spring 2026 National Conference Speaker

As a founding member of Pure Financial Advisors, instrumental in scaling the firm from its inception to a leading RIA, Ben's career includes leadership roles in Financial Planning, Investment Management, Technology Solutions, and Mergers & Acquisitions. As the firm's first Chief Investment Officer, Ben pioneered the development and scaling of a proprietary tax overlay and trading platform. This platform significantly enhanced client value through automated asset location, tax-loss harvesting, and strategic rebalancing. Currently, Ben leverages this experience to drive M&A strategy, partnering with RIA founders and advisors to navigate monetization events and achieve their next phase of growth. With a deep understanding of the RIA industry's operational hurdles and growth milestones, Ben is passionate about advancing the industry through strategic partnerships and innovative solutions.