Ben Jennings (CFP®, CLU, CPA/PFS)

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

  • Estate & Generational Planning Issues
  • Insurance Related Issues
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

Our services include portfolio management, retirement planning, insurance reviews, estate planning, education planning and goal and value clarification.

Additional Information

Our desire is to know and understand our clients as well or better than anyone else in their lives.  We believe financial planning and investing cannot be appropriately done without a clear understanding of the client's values and goals.  We work best with clients who desire to participate in the process and have at least a general understanding of why we are recommending any given strategy or action.

To ensure we are able to provide the highest level of services for our clients, we have implemented a $5,000 minimum annual fee.

NAPFA Start Date

December 23, 2003


This Office

1000 2nd Ave Ste 3550 Seattle, WA 98104-3615 Phone: (206) 682-7713

Other Offices

1441 W Bay Dr NW Ste 201 Olympia, WA 98502-4306 Phone: (360) 867-9890 Fax: (360) 867-9848