Benjamin Rickey (CFP®, CIMA®, CPWA®)

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

  • Business Owners
  • Divorce Planning
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice without Ongoing Management
  • Tax Planning

Planning Specialties

We are a family business and have a unique perspective in business transition and development strategies.  

Work with executives and entrepreneurs providing education and advice

Develop strategies to efficiently turn your savings plan into a spending plan

Tax planning is a key component to any strategy we help develop

We help uncover options you may not have even considered

Additional Information

I started in the financial services industry in 1997 after graduating from University of Washington with a BA.  I am a Certified Financial Planner Certificant CFP™, A Certified Investment Management Analyst CIMA™ and a Certified Private Wealth Advisor CPWA™.  I live with my family in Yakima Washington and work out of our offices in Yakima, Richland and Seattle. 

We are a family business with a team of financial planning and investment management professionals.  

NAPFA Start Date

July 11, 2016


This Office

3908 Creekside Loop Ste 100 Yakima, WA 98902-4862 Phone: (800) 627-4340