Benjamin Smith (CFP®)

Benjamin Smith focuses in the
following client markets or areas of practice:

Baby Boomers

Business Owners

Cash Flow/Budgets/Credit Issues

Corporate Executives

Entrepreneurs

Estate & Generational Planning Issues

Planning Specialties

Benjamin is the founder and CEO of an investment advisory firm in Gig Harbor, WA named Briarwood Financial Planning. At Briarwood, he is focused on creating customized investment portfolios guided by strategic wealth planning.

He is experienced in and offers services for the following:

Financial Planning
Investment Management
Business Planning and Consulting
Tax Preparation and Planning
Estate Planning

Additional Information

Credentials:

CERTIFIED FINANCIAL PLANNER™ Certification
Certificate in Financial Planning from the College for Financial Planning (CFFP).
BA in Business Administration: Economics from Seattle Pacific University.

Benjamin is also active in the community being a coach for his high school’s wrestling team and volunteering for other various organizations.