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Ben Poulos (CFP®, CRPC®)

Ben Poulos focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • College/Education Planning
  • High Net Worth Client Needs
  • Millennials
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

• Retirement Planning (Even if looking to retire 40+) • Charitable Giving Strategies: College planning, Inheritance Planning, Legacy Planning • Income Distribution Strategies • Cash Flow & Budget Analysis • Employer Sponsored Plans : 401(K), Defined Benefits Plans (Pension), Cash Balance Plans, IRAs • Equity Based Compensation: RSU, Stock Options, ESPP • Estate Planning

Additional Information

I am first an educator and a listener. All of my life I have naturally gravitated towards people and have wanted to lift everyone around me up. Coming out of High School I really didn't know what was right for my spirit. Was it a teacher? Was it a pastor? Was it going to be a NFL star? (Yeah right) Or at the very least play for the University of Arizona Wildcats? (My Sister's dream)

I take a lot of pride in how I serve my clients and prospects and that is going to be a cornerstone at B&E Financial Services. Retirement planning, Financial planning, Personal finances or anything relating to a dollar sign, they don't teach you how to manage that in school. You have to go out there and seek out that information, and there is a lot of incorrect information so how do you know what's right for you or wrong? Well that is where I come in with my education approach. I am passionate about this subject which you'll see when we talk soon!

When I’m not working with clients, I enjoy playing a round of golf, I love reading (fantasy in particular) and spending time with my Fiancé and our lovely animals! When we talk I'm sure you'll hear all about the above or maybe even have some surprise guests in our meetings! (my cats love to jump on my lap during meetings) I believe financial planning works best as a long-term relationship built on trust, clarity, and straightforward communication.

NAPFA Start Date

September 24, 2025

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

2605 E Edgemont Ave Phoenix, AZ 85008 Phone: (602)-834-7900
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